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Kyle Takao Kaniela Freitas

Cetera Investment Advisers LLC

Torrance, CA

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-06-29
TX RA APPROVED 2023-06-29
  • CA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED
    Since 2023-06-29

Branch Locations

25500 Hawthorne Blvd Ste 1140, Torrance, CA 90505 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northrop Grumman Redondo Beach CA 01/2012 12/2022
Kyle And Christine Freitas Redondo Beach CA 01/2020 Present
Tx Cc Tolman Redondo Beach CA 01/2020 Present
Cetera Wealth Services, Llc El Segundo CA 01/2020 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Aps Torrance CA 07/2023 Present
  • 01/2012 → 12/2022
    Northrop Grumman
    Redondo Beach, CA
  • 01/2020 → Present
    Kyle And Christine Freitas
    Redondo Beach, CA
  • 01/2020 → Present
    Tx Cc Tolman
    Redondo Beach, CA
  • 01/2020 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 07/2023 → Present
    Aps
    Torrance, CA
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: KYLE AND CHRISTINE FREITAS - REAL ESTATE RENTALS INVESTMENT RELATED: NO ADDRESS: VARIOUS LOCATIONS NATURE OF BUSINESS: REAL ESTATE RENTALS POSITION/TITLE/RELATIONSHIP: LANDLORD APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: LANDLORD 3. NAME OF OTHER BUSINESS: TX CC TOLMAN LLC INVESTMENT RELATED: NO ADDRESS: VARIOUS LOCATIONS NATURE OF BUSINESS: REAL ESTATE RENTALS POSITION/TITLE/RELATIONSHIP: 1 OF 2 MANAGING MEMBERS OF LLC, LANDLORD APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: IF COORDINATION WITH PROPERTY MANAGER IS REQUIRED. I HANDLE THOSE DETAILS 4. NAME OF OTHER BUSINESS: KCRM HOUSTON, LLC INVESTMENT RELATED: NO, ADDRESS: 409 S. 12TH ST., CONROE, TX, 77301, NATURE OF BUSINESS: REAL ESTATE, START DATE:05/2021, POSITION/TITLE/RELATIONSHIP: GENERAL PARTNER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 5. NAME OF OTHER BUSINESS: APS ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TECHNOLOGY SUPPORT; START DATE: 07/2023 ; POSITION/TITLE/RELATIONSHIP: TECHNOLOGY SUPPORT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: COMPUTER SUPPORT, TRAIN STAFF AND REPS ON HOW TO USE ADVICEWORKS AND DOCUPACE; 6. NAME OF OTHER BUSINESS: FREITAS HARTE PLANNING, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: FINANCIAL AND INSURANCE SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-30
  • S66 Uniform Combined State Law Examination
    2020-08-30
Other Names
  • Kyle Freitas

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