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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-14
MI RA APPROVED 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2026-01-14
  • MI RA
    APPROVED
    Since 2023-06-29

Branch Locations

50 W Big Beaver Rd Suite 600, Troy, MI 48084 • United States

5206 Gateway Centre Suite 200, Flint, MI 48507 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gladstone High School Gladstone MI 09/2014 05/2018
Lake Superior State University Sault Sainte Marie MI 09/2018 05/2019
Michigan State University East Lansing MI 09/2019 12/2022
Horizon Advisers Troy MI 06/2021 08/2022
Gladstone Golf Club Gladstone MI 05/2019 08/2019
Gladstone Golf Club Gladstone MI 05/2018 08/2018
Ups Escanaba MI 06/2019 08/2019
Cetera Advisor Networks El Segundo CA 06/2022 03/2023
Cetera Wealth Services, Llc El Segundo CA 03/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
True North Capital Management Llc El Segundo CA 01/2026 Present
  • 09/2014 → 05/2018
    Gladstone High School
    Gladstone, MI
  • 09/2018 → 05/2019
    Lake Superior State University
    Sault Sainte Marie, MI
  • 09/2019 → 12/2022
    Michigan State University
    East Lansing, MI
  • 06/2021 → 08/2022
    Horizon Advisers
    Troy, MI
  • 05/2019 → 08/2019
    Gladstone Golf Club
    Gladstone, MI
  • 05/2018 → 08/2018
    Gladstone Golf Club
    Gladstone, MI
  • 06/2019 → 08/2019
    Ups
    Escanaba, MI
  • 06/2022 → 03/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 03/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 01/2026 → Present
    True North Capital Management Llc
    El Segundo, CA
Other Businesses

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: 2/2023 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: HORIZON ADVISERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MARKETING START DATE: 2/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 45 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WORKING WITH CLIENTS; 3. NAME OF OTHER BUSINESS: TRUE NORTH CAPITAL MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
  • S66 Uniform Combined State Law Examination
    2023-05-24

View on SEC IAPD

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