Katelyn Marie Mccloskey

Current Employers

Cetera Investment Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2024-03-21

LA RA
APPROVED

Since 2024-03-21

Branch Locations

Monroe, LA • 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

Organization	City	State	From	To
Capital Financial Architects	Addison	TX	09/2021	08/2022
Hansen's Advisory Services, Inc.	Fayetteville	NY	06/2020	09/2021
Lemoyne College	Syracuse	NY	07/2019	05/2020
Illinois State University	Bloomington	IL	11/2016	06/2019
University Of Illinois At Urbana-Champaign	Champaign	IL	08/2014	11/2016
Ameritas Investment Company, Llc	Lincoln	NE	04/2022	08/2022
Emerald Retirement Planning Group, Inc.;	Stony Point	NY	08/2022	Present
Cetera Advisors	St Cloud	MN	08/2022	Present
Cetera Investment Advisers Llc	Schaumburg	IL	03/2024	Present

09/2021 → 08/2022

Capital Financial Architects

Addison, TX
06/2020 → 09/2021

Hansen's Advisory Services, Inc.

Fayetteville, NY
07/2019 → 05/2020

Lemoyne College

Syracuse, NY
11/2016 → 06/2019

Illinois State University

Bloomington, IL
08/2014 → 11/2016

University Of Illinois At Urbana-Champaign

Champaign, IL
04/2022 → 08/2022

Ameritas Investment Company, Llc

Lincoln, NE
08/2022 → Present

Emerald Retirement Planning Group, Inc.;

Stony Point, NY
08/2022 → Present

Cetera Advisors

St Cloud, MN
03/2024 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: EMERALD RETIREMENT PLANNING GROUP, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 8/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-11-16

S66 Uniform Combined State Law Examination

2022-11-16

Other Names

Kate Jacobs
Katelyn Marie Jacobs

View on SEC IAPD