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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casabona Chiropractic | Tucson | AZ | 04/2015 | 07/2017 |
| Culinary Dropout | Tucson | AZ | 06/2018 | 08/2018 |
| Pepperdine University | Malibu | CA | 08/2017 | 05/2021 |
| Pepperdine Waves On Call | Malibu | CA | 08/2019 | 04/2020 |
| Cetera Advisor Networks | Malibu | CA | 01/2021 | 08/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2021 | 08/2023 |
| Munson Financial Services | Los Angeles | CA | 01/2021 | 08/2023 |
| Hayward Financial Services | Newcastle | WA | 09/2021 | 08/2023 |
| Autra Wealth Management | Los Angeles | CA | 02/2023 | 06/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 08/2023 |
| Morgan Stanley | Beverly Hills | CA | 08/2023 | 02/2025 |
| Florence Griess | Scottsdale | AZ | 02/2026 | Present |
| Toast Inc | Scottsdale | AZ | 12/2025 | Present |
| Not Employed | Scottsdale | AZ | 02/2025 | 12/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
| Casabona Chiropractic | Tucson | AZ | 06/2015 | Present |
1.NAME OF OTHER BUSINESS: TOAST INC investment RELATED: NO ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: BUSINESS SERVICES START DATE: 12/2025 POSITION/TITLE/RELATIONSHIP: ANALYST ii APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: provide advice to clients 2. NAME OF OTHER BUSINESS: casabona chiropractic INVESTMENT RELATED: NO ADDRESS: tucson, az NATURE OF BUSINESS: health services START DATE: 06/2015 POSITION/TITLE/RELATIONSHIP: office manager APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: operational support 3. NAME OF OTHER BUSINESS: FLORENCE GRIESS INVESTMENT RELATED: no ADDRESS: SCOTTSDALE, AZ NATURE OF BUSINESS: WEALTH MANAGEMENT START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: LICENSED ADMIN APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: OPERATIONAL SUPPORT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-25 |
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