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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 | 2023-01-24 |
| VA | RA | APPROVED | 2022-03-09 |
| MD | RA | APPROVED | 2019-06-19 |
Branch Locations
1577 Spring Hill Rd Ste 520, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Forsters Financial Services | Silver Spring | MD | 06/2016 | 03/2017 |
| Foresters Financial Services | Silver Spring | MD | 03/2017 | 06/2019 |
| Econo Lodge | Frederick | MD | 11/2018 | 12/2019 |
| Foresters Advisory Services | Silver Spring | MD | 05/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Silver Spring | MD | 06/2019 | Present |
1. STRONG TOWER CHRISTIAN CHURCH, OVERSEEING YOUTH MINISTRY 2. WIZER PRODUCTION, A/V PRODUCTION SETUP 3. 360 MOMENTS LLC, 360 PHOTOBOOTH, 50% OWNER, 5/HRS/WK;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-05 |
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