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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Group | San Marcos | CA | 01/2021 | 06/2023 |
| Talimar Financial | Rancho Bernardo | CA | 07/2020 | 10/2020 |
| Williamson Wines | Headlsburg | CA | 02/2020 | 03/2020 |
| Amy's Drive Thru | Rohnert Park | CA | 09/2018 | 03/2019 |
| Two Harbors Services | Del Mar | CA | 06/2017 | 07/2019 |
| Jimmy Johns | Rohnert Park | CA | 08/2016 | 05/2017 |
| Chick-Fil-A | San Marcos | CA | 09/2014 | 12/2019 |
| Full Time Student | San Marcos | CA | 03/2019 | 07/2020 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2021 | 06/2023 |
| Cetera Advisors Llc | St Cloud | MN | 01/2021 | 06/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2021 | 06/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2021 | 06/2023 |
| First Allied Securities, Inc. | San Marcos | CA | 01/2021 | 09/2022 |
| Wealth Navigation Advisors, | San Diego | CA | 07/2023 | 08/2024 |
| Cetera Advisors Llc | St Cloud | MN | 07/2023 | 08/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2023 | 08/2024 |
| Guardian Life Insurance | San Diego | CA | 09/2024 | 04/2025 |
| Park Avenue Securities | San Diego | CA | 09/2024 | 04/2025 |
| Guardian Life Insurance | San Marcos | CA | 09/2024 | 04/2025 |
| Park Avenue Securities | San Marcos | CA | 09/2024 | 04/2025 |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2025 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 04/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-08 |
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