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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-02-03 |
Branch Locations
5700 Oakland Avenue Suite 400, St. Louis, MO 63110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 07/2015 | 10/2024 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 10/2024 |
| Unemployed | St Louis | MO | 10/2024 | 01/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: renaissance financial INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 02/2025 POSITION/TITLE/RELATIONSHIP: financial advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: provide financial services
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2015-09-08 |
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