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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Ottawa | OH | 09/2010 | 05/2020 |
| Unemployed | Ottawa | OH | 05/2020 | 09/2020 |
| Equitable Advisors, Llc | New York | NY | 09/2020 | 01/2021 |
| Stifel Nicolaus & Co Inc | Columbus | OH | 01/2021 | 02/2023 |
| Hamilton Capital, Llc | Columbus | OH | 03/2023 | 07/2024 |
| Uis Insurance And Investments | Ottawa | OH | 09/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
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: 8/2020 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS ; 2. NAME OF OTHER BUSINESS: UIS INSURANCE AND INVESTMENTS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: UIS INSURANCE AND INVESTMENTS IS AN INDEPENDENT INSURANCE AGENCY OFFERING LIFE, DISABILITY, LONG-TERM CARE PRODUCTS START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: ACCOUNT EXECUTIVE APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: ASSISTING CLIENTS WITH ACCESSING POTENTIAL LIFE INSURANCE NEEDS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-20 |
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