Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-02-10
  • AL RA
    APPROVED
    Since 2025-02-10

Branch Locations

8650 Minnie Brown Road Suite 116, Montgomery, AL 36117 • 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
New York Life Insurance Company Montgomery AL 09/2020 11/2022
Allstate Beverage Company Montgomery AL 08/2017 09/2020
Unemployed Greenville AL 03/2016 08/2017
Nylife Securities Llc Montgomery AL 09/2021 11/2022
Pruco Securities, Llc Montgomery AL 11/2022 10/2024
The Prudential Insurance Company Of America Montgomery AL 11/2022 10/2024
Cetera Wealth Services, Llc El Segundo CA 10/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
  • 09/2020 → 11/2022
    New York Life Insurance Company
    Montgomery, AL
  • 08/2017 → 09/2020
    Allstate Beverage Company
    Montgomery, AL
  • 03/2016 → 08/2017
    Unemployed
    Greenville, AL
  • 09/2021 → 11/2022
    Nylife Securities Llc
    Montgomery, AL
  • 11/2022 → 10/2024
    Pruco Securities, Llc
    Montgomery, AL
  • 11/2022 → 10/2024
    The Prudential Insurance Company Of America
    Montgomery, AL
  • 10/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 02/2025 → Present
    Schaumburg, IL
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 START DATE: 06/2020 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: CONVERGENT FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: BLUEPRINT FINANCIAL PARTNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 2022-05-16
  • S65 Uniform Investment Adviser Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    2022-05-16
Other Names
  • Caleb Michael Blackburn
  • Caleb Blackburn

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Montgomery, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor