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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| George Peter Klee Cpa Llc | Rochester | NY | 01/2004 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2011 | Present |
1) NAME OF OTHER BUSINESS: GEORGE PETER KLEE CPA LLC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX AND ACCOUNTING ; START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: LIMITED POWER OF ATTORNEY FOR IRA AND OTHER TAX MATTERS, AND TAX AND ACCOUNTING 2) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: POWER OF ATTORNEY ; START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: POWER OF ATTORNEY ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: EXECUTING DUTIES OF POWER OF ATTORNEY
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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