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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| WA | RA | APPROVED | 2021-03-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Spokane | WA | 09/2011 | 06/2017 |
| Pizza Hut | Spokane | WA | 04/2014 | 07/2017 |
| Washington Trust Bank | Spokane | WA | 06/2017 | 05/2019 |
| Washington Trust Bank | Spokane | WA | 05/2019 | 02/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2019 | Present |
| Cetera Investment Advisers Llc | Spokane | WA | 03/2021 | Present |
| Numerica Credit Union | Spokane Valley | WA | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-20 |
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