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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corolla Beach Rentals | Corolla | NC | 07/2014 | 09/2019 |
| Voh Gym & Pool | Corolla | NC | 07/2015 | 09/2019 |
| Christopher Newport University | Newport News | VA | 06/2020 | 08/2020 |
| Christopher Newport University | Newport News | VA | 09/2020 | 04/2021 |
| Christopher Newport University | Newport News | VA | 08/2017 | 05/2021 |
| Egan, Berger & Weiner Llc. | Vienna | VA | 06/2021 | Present |
| Cetera Advisor Networks | El Segundo | CA | 06/2021 | 07/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: EGAN, BERGER & WEINER, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 27.5; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE RESPONSIBILITIES, DELIVER AND PROMOTE CLIENT EXPERIENCES THAT OPTIMIZE CLIENT SATISFACTION AND RETENTION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-01 |
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