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Cetera Investment Advisers LLC CRD 105644
$257B regulatory AUM 24,019 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-26 |
Branch Locations
1715 N Westshore Blvd Ste 260, Tampa, FL 33607 • United States
Tampa, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Lykes Insurance Agency | Tampa | FL | 12/2016 | 06/2018 |
| The Cambridge Insurance Agency | Tampa | FL | 08/2018 | 11/2018 |
| The Cambridge Insurance Agency | Tampa | FL | 01/2015 | 12/2016 |
| Edward Jones | St. Louis | MO | 01/2019 | 03/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2024 | Present |
| Cetera Investment Advisers Llc | Tampa | FL | 03/2024 | Present |
1. ADVISORY BOARD OF JUNIOR LEAGUE OF TAMPA BAY; COMMUNITY OUTREACH; 5 HRS/WK 2. FUNDRAISING COMMITTEE MEMBER FOR HABITAT FOR HUMANITY TAMPA BAY; HELP THEM GET FUNDING BY DONATING TIME AND MONEY AND SPONSORING EVENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-18 |
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