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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-04-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Palmer Creek Fruit Company | Dayton | OR | 06/2017 | 08/2017 |
| Beilke Family Farm | Brooks | OR | 09/2017 | 11/2021 |
| Barn Door Events Pnw | Philomath | OR | 05/2018 | 07/2018 |
| Sweetly Baked | Salem | OR | 06/2019 | 12/2019 |
| Kc Harris & Co. Llc | Salem | OR | 01/2020 | 04/2022 |
| Kc Harris & Co., Llc | Salem | OR | 04/2025 | Present |
| Great Oak Financial Group | Salem | OR | 06/2015 | 12/2021 |
| Northwest Polite Society | Salem | OR | 12/2021 | 12/2021 |
| Amerititle | Salem | OR | 05/2022 | 07/2023 |
| Unemployed | Salem | OR | 07/2023 | 11/2023 |
| Great Oak Financial Group | Salem | OR | 04/2025 | Present |
| Cetera Advisors | St Cloud | MN | 05/2025 | Present |
| Cetera Advisors | St Cloud | MN | 12/2023 | 05/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: GREAT OAK FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT 2. NAME OF OTHER BUSINESS: KC HARRIS & CO., LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ENTITY THAT PAYS SALARY START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: ASSIST FINANCIAL ADVISOR KIMBERLY HARRIS WITH ANY TASKS REQUIRED. PROCESSING BUSINESS, FILING, ETC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-23 |
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