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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-24 |
Branch Locations
30505 Bainbridge Rd Ste 160, Solon, OH 44139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balanced Financial Concepts | Solon | OH | 05/2018 | Present |
| Notre Dame College | South Euclid | OH | 03/2015 | 05/2018 |
| Cetera Advisors Llc | St Cloud | MN | 06/2024 | Present |
| Cetera Advisors Llc | St Cloud | MN | 05/2018 | 06/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2024 | Present |
NAME OF OTHER BUSINESS: BALANCED FINANCIAL CONCEPTS; INVESTMENT RELATED: YES; ADDRESS: 30505 BAINBRIDGE ROAD SOLON, OH 44139; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2018; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 24; APX NUMBER OF HOURS DURING TRADING HOURS: 24; BRIEF DESCRIPTION OF DUTIES: DBA FOR INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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