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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 | 2024-01-19 |
Branch Locations
5800 Monroe St Building A Ste 4, Sylvania, OH 43560 • United States
2238 Glenwood Ave., Toledo, OH 43620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tam-O-Shanter | Sylvania | OH | 08/2016 | 12/2020 |
| Steven J. Spieldenner | Sylvania | OH | 01/2021 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2021 | 08/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | 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: 03/2020 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: STEVEN J. SPIELDENNER INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 7 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: INSURANCE AND FIXED ANNUITY CASE PREPARATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-28 |
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