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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-08-10 |
Branch Locations
2730 East Camelback Rd Ste 250, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arizona State University | Tempe | AZ | 02/2017 | 06/2018 |
| Spinatos Pizzaria | Tempe | AZ | 02/2018 | 07/2019 |
| Toca Madera | Scottsdale | AZ | 07/2019 | 11/2020 |
| Securian Financial Services Inc | St Paul | MN | 05/2019 | 12/2019 |
| Minnesota Life Insurance Company | St Paul | MN | 12/2019 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 12/2019 | 08/2023 |
| Renaissance Financial | Phoenix | AZ | 12/2019 | Present |
| Arizona State University | Tempe | AZ | 01/2015 | 05/2019 |
| Cetera Wealth Services, Llc | Phoenix | AZ | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: December 2019 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: December 2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-02 |
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