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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-09-12 |
Branch Locations
13450 W Sunrise Blvd Suite # 240, Sunrise, FL 33323 • United States
Tamarac, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| W&S Brokerage Services | Cincinnati | OH | 02/2020 | 05/2021 |
| Western Southern Life | Miramar | FL | 12/2019 | 05/2021 |
| American Income Life | Waco | TX | 09/2019 | 12/2019 |
| Home Care Giver/Unemployed | Tamarac | FL | 03/2019 | 09/2019 |
| Broward County Public Schools | Fort Lauderdale | FL | 10/2012 | 03/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 07/2021 | Present |
| Cetera Investment Advisers Llc | Sunrise | FL | 08/2022 | Present |
1) PRESIDENT OF BRENETTA AND LLOYD BURROWES SCHOLARSHIP FUND; SCHOLARSHIP FUND IN HONOR OF FATHER AND DECEASED MOTHER; FUNDED BY FAMILY MEMBERS; WILL SUPPORT EDUCATION OF STUDENTS WHO NEED FINANCIAL ASSITANCE; 2 HRS/WK. 2) DIRECT PATIENT CARE NURSE; 25 HRS/WK 3) TEACHING FINANCIAL LITERACY TO SEVENTH-DAY ELEMENTARY AND MIDDLE SCHOOLS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-30 |
| S65 | Uniform Investment Adviser Law Examination | 2022-08-03 |
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