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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-24 |
| CA | RA | APPROVED | 2023-01-10 |
Branch Locations
1817 Maryal Drive Suite 200, Sacramento, CA 95864 • United States
915 Highland Pointe Dr Suite #250, Roseville, CA 95678 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2016 | 11/2016 |
| Northwestern Mutual Investment Services Llc | San Diego | CA | 03/2016 | 11/2016 |
| First Allied Securities, Inc. | San Diego | CA | 11/2016 | 05/2018 |
| First Allied Securities, Inc. | San Diego | CA | 06/2018 | 08/2018 |
| First Allied Securities, Inc. | San Diego | CA | 08/2018 | 09/2022 |
| Cetera Advisors Llc | Sacramento | CA | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2023 | Present |
| Woodcreek Wealth Management | Sacramento | CA | 01/2023 | Present |
1) NAME OF OTHER BUSINESS: WOODCREEK WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-20 |
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