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Account
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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_RES | 2026-05-01 |
| MO | RA | APPROVED | 2024-11-06 |
Branch Locations
630 E Green Meadows Road, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Columbia | MO | 06/2020 | 11/2024 |
| Central Methodist University | Fayette | MO | 08/2015 | 05/2020 |
| Bankers Life Securities, Inc | Columbia | MO | 05/2021 | 11/2024 |
| Bankers Life Advisory Services, Inc | Columbia | MO | 02/2023 | 11/2024 |
| Rock Bridge Financial Advisors | Columbia | MO | 10/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2024 | Present |
1. NAME OF OTHER BUSINESS: ROCK BRIDGE FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2024 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: GENERAL ADMINISTRATIVE TASKS, PREPARE REPORTS FOR LEAD ADVISORS, CALL ON CLIENTS TO SET APPOINTMENTS WITH LEAD ADVISORS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-07 |
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