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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 | 2025-01-03 |
Branch Locations
32170 Temecula Pkwy, Bldg C, Temecula, CA 92592 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | Ontario | CA | 04/2015 | 05/2018 |
| Jp Morgan Securities Llc | Yucaipa | CA | 06/2018 | 01/2019 |
| Jpmorgan Chase Bank, N.A. | Yucaipa | CA | 06/2018 | 01/2019 |
| Merrill Lynch Pierce Fenner & Smith Inc | Riverside | CA | 01/2019 | 01/2020 |
| Bank Of America Na | Riverside | CA | 01/2019 | 01/2020 |
| Edward Jones | St Louis | MO | 01/2020 | 08/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2022 | 01/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2025 | Present |
| Cetera Investment Advisers Llc | Temecula | CA | 01/2025 | Present |
| California Coast Credit Union | Temecula | CA | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-25 |
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