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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
| Green Wealth Management Dba Spencer Financial | Liberty | MO | 01/2019 | Present |
| Bankliberty | Platte City | MO | 07/2017 | 01/2019 |
| Northwest Missouri State University Police Department | Maryville | MO | 09/2016 | 05/2017 |
| Xylem Design | Liberty | MO | 05/2015 | 09/2016 |
| Northwest Missouri State University | Maryville | MO | 08/2011 | 07/2017 |
| Cetera Advisors Llc | St Cloud | MN | 08/2023 | Present |
| Cetera Advisors Llc | St Cloud | MN | 01/2019 | 08/2023 |
1. NAME OF OTHER BUSINESS: GREEN WEALTH MANAGEMENT DBA SPENCER FINANCIAL ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-09 |
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