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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SD | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Point Wealth Advisors | Rapid City | SD | 05/2019 | Present |
| Us Bancorp Investments | Rapid City | SD | 09/2018 | 05/2019 |
| On The Border | Rapid City | SD | 03/2008 | 09/2018 |
| Cetera Advisor Networks | El Segundo | CA | 06/2019 | 06/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2020 | Present |
| Financial Consultants Of Rapid City | Rapid City | SD | 02/2021 | 11/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: POINT WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISING START DATE: 6/2020 POSITION/TITLE/RELATIONSHIP: CLIENT ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PAPERWORK, MAIL DUTIES, RECEPTIONIST
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-23 |
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