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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Draneas & Huglin Pc/ Pegasus Fiduciary Services Llc | Lake Oswego | OR | 06/2016 | 12/2017 |
| Sancus Fiduciary Services | Battle Ground | WA | 01/2013 | 09/2018 |
| Strategic Wealth Advisors Group Llc | Vancouver | WA | 09/2018 | 11/2019 |
| Lpl Financial Llc | Vancouver | WA | 01/2019 | 08/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2021 | 08/2022 |
| Edward Jones | St Louis | MO | 09/2022 | 12/2023 |
| Disability | La Center | WA | 12/2023 | 04/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | Present |
| Cetera Investment Advisers | Tigard | OR | 04/2025 | Present |
1. OWNER OF JENN D LAW; ESTATE PLANNING INCLUDING WILLS, TRUSTS, POA, ADVANCED DIRECTIVES; CLIENT MEETINGS TO PLAN, DRAFT, AND IMPLEMENT AN ESTATE PLAN 2. SKY WEALTH LLC, DBA FOR CETERA BUSINESS AND FOR TAX PURPOSES (CETERA BUSINESS), 100% OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-18 |
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