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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 | 2025-10-27 |
Branch Locations
2501 E Chapman Ave Suite 140, Fullerton, CA 92831 • United States
Huntington Beach, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Arrow House | Orange | CA | 10/2023 | 04/2025 |
| Cetera Advisors Llc | St Cloud | MN | 09/2022 | 11/2024 |
| Retirement Distribution And Wealth Management Strategies | Fullerton | CA | 07/2021 | Present |
| College For Financialplanning | Centennial | CO | 09/2019 | 06/2021 |
| Mitsubishi Motor Northamerica | Cyprss | CA | 11/2018 | 08/2019 |
| Schneider Electric | Costa Mesa | CA | 02/2018 | 10/2018 |
| Nissan North America, Inc. | Smyrna | TN | 01/2015 | 01/2018 |
| Cetera Advisors Llc | St Cloud | MN | 11/2024 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: RETIREMENT DISTRIBUTION AND WEALTH MANAGEMENT STRATEGIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2021; POSITION/TITLE/RELATIONSHIP: ASSISTANT / INTERN; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE PRODUCTS WITH VARIOUS CARRIERS, FILING, QUARTERLY NEWSLETTER AND MAILERS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-22 |
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