Catherine Mae Cleveland

Current Employers

Employment History

• 02/2019 → 09/2019
  First Allied Securities, Inc
  San Diego, CA
• 01/2018 → 01/2019
  Olympia Cpa
  Olympia, WA
• 06/2017 → 12/2017
  Unemployed
  Centralia, WA
• 01/2016 → 06/2017
  Centralia College Phoenix Center
  Centralia, WA
• 09/2019 → 09/2022
  First Allied Securities, Inc
  San Diego, CA
• 09/2022 → Present
  Cetera Advisors Llc
  Centralia, WA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2025 → Present
  Northwest Planning & Investments, Llc
  Centralia, WA

Other Businesses

1) TWIN CITIES ROTARY; CHAIRMAN; NON PROFIT ORGANIZATION; START DATE 08/01/2019; 12 HOURS PER MONTH. 2) MAUVE GAMING; PARTNER; OTHER; START DATE 1/1/2021; 20 HOURS PER MONTH. NAME OF OTHER BUSINESS: NORTHWEST PLANNING & INVESTMENTS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 1/2025, 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; 3) NAME OF OTHER BUSINESS: CLEVELAND WEALTH MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: ENTITY FOR TAX PURPOSES; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DBA FOR BUSINESS EXPENSE MANAGEMENT;

Exams

• S66 Uniform Combined State Law Examination
  2024-03-13
• S63 Uniform Securities Agent State Law Examination
  2020-06-18

Other Names

• Catherine Mae Brassey