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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-06-13 |
Branch Locations
8170 Mccormick Blvd Ste 219, Skokie, IL 60076 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists, Llc | Schaumburg | IL | 10/2017 | 11/2017 |
| Moira J Lee, Esq | Chicago | IL | 09/2017 | Present |
| David Strulowitz | Skokie | IL | 10/2015 | 11/2017 |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 11/2017 | Present |
| Cornerstone Advisers, Llc | Skokie | IL | 11/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2018 | Present |
1) CORNERSTONE ADVISERS, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, DBA FOR INVESTMENT BUSINESS, START 11/2017, 20H/WEEK 2) MOIRA J LEE, ESQ., NOT INVESTMENT RELATED, LEGAL SERVICES INCLUDING ESTATE PLANNING SERVICES, DRAFTING TRUSTS, WILLS AND POWERS OF ATTORNEY, START 09/2017.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-13 |
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