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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwb Enterprises, Inc | North Vernon | IN | 03/2015 | 12/2016 |
| Integrity Wealth Management | Columbus | IN | 07/2016 | Present |
| Cetera Advisors Llc | Denver | CO | 12/2019 | Present |
| Cfd Investments, Inc. | Columbus | IN | 07/2016 | 12/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Burnett Wealth Management Llc | Columbus | IN | 01/2022 | Present |
1. NAME OF OTHER BUSINESS: INTEGRITY WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES / INSURANCE; START DATE: 12/2019; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES AND INSURANCE; 2. NAME OF OTHER BUSINESS: FIRST BAPTIST CHURCH OF NORTH VERNON; INVESTMENT RELATED: NO; ADDRESS: 525 W HAYDEN PIKE NORTH VERNON, IN 47265; NATURE OF BUSINESS: RELIGIOUS ORGANIZATION; START DATE: 7/2023; POSITION/TITLE/RELATIONSHIP: DEACON BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS; 3) NAME OF OTHER BUSINESS: BURNETT WEALTH MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: S-CORP CREATED FOR EXPENSE MANAGEMENT; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 09/2016; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 5) NAME OF OTHER BUSINESS: INTEGRITY LIFE AND HEALTH; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SERVICES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
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