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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bracey Tax And Investments Inc. Bracey Tax And Financial Service | La Miranda | CA | 05/2021 | 06/2023 |
| Dikaios Christian Academy | San Bernardino | CA | 08/2006 | 06/2019 |
| Unemployed | Bloomington | CA | 07/2019 | 01/2020 |
| San Bernardino Valley College | San Bernardino | CA | 01/2020 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2022 | Present |
| Bracey Tax And Investments Inc. Bracey Tax And Financial Service | La Miranda | CA | 05/2021 | 06/2023 |
| Cetera Advisor Networks | El Segundo | CA | 05/2021 | 01/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: MONTAGE WEALTH ADVISORS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: MONTAGE WEALTH ADVISORS INVESTMENT RELATED: YES; ADDRESS: THREE POINT DR SUITE 201 BREA, CA 92821; NATURE OF BUSINESS: TAX PREPARATION AND PLANNING; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: TAX PREPARER/ENROLLED AGENT; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: PROVIDE TAX PLANNING AND TAX PREPARATION SERVICES; 3. NAME OF OTHER BUSINESS: N/A , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARY SERVICES, START DATE: 11/2024, POSITION/TITLE/RELATIONSHIP: NOTARY, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: NOTARIZE DOCUMENTS AS NEEDED;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-09 |
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