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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-15 |
| NC | RA | APPROVED | 2022-04-25 |
Branch Locations
5200 77 Center Drive Suite 210, Charlotte, NC 28217 • United States
Lancaster, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 04/2022 |
| The University Of Alabama | Tuscaloosa | AL | 06/2016 | 05/2018 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2022 | Present |
| Cetera Investment Advisers Llc | Charlotte | NC | 04/2022 | Present |
1)AT LARGE BOARD MEMBER FOR FOREST HILLS SWIM CLUB IN LANCASTER CO, 2/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-16 |
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