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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-06 |
Branch Locations
1500 Mcconnor Pkwy Ste 200, Schaumburg, IL 60173 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Insight 2 Profit | Chicago | IL | 08/2022 | 02/2024 |
| Conagra Brands | Chicago | IL | 06/2021 | 07/2022 |
| Conagra Brands | Chicago | IL | 05/2020 | 07/2020 |
| Callero Capital Management | Palatine | IL | 05/2019 | 08/2019 |
| Lake Barrington Shores | Barrington | IL | 06/2018 | 08/2018 |
| Purdue University | West Lafayette | IL | 08/2017 | 05/2021 |
| Lake Zurich High School | Lake Zurich | IL | 08/2013 | 05/2017 |
| Osaic Wealth Inc | Mount Prospect | IL | 02/2024 | 10/2025 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2025 | Present |
| Callero Capital Management | Mount Prospect | IL | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
| Cmc Financial | Schaumburg | IL | 02/2026 | Present |
1) CALLERO CAPITAL MANAGEMENT; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENTS/WEALTH MANAGEMENT; FINANCIAL PROFESSIONAL; SINCE 02/2024; 160 HRS/MO 2) NAME OF OTHER BUSINESS: CMC FINANCIAL INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/23/2026 POSITION/TITLE/RELATIONSHIP: REGISTERED ASSISTANT APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 40, BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-13 |
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