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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-01-12 |
| OR | RA | APPROVED | 2019-06-19 |
Branch Locations
13221 Sw 68Th Pwky #460, Tigard, OR 97223 • United States
Salem, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial | Beaverton | OR | 01/2005 | 06/2019 |
| Foresters Advisory Services Llc | Beaverton | OR | 05/2013 | 06/2019 |
| Mckinley Elementary Ptc | Salem | OR | 06/2018 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Beaverton | OR | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-22 |
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