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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 | 2024-03-21 |
| WA | RA | APPROVED | 2024-03-21 |
Branch Locations
4407 N. Division St. Ste 503, Spokane, WA 99207 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Numerica Credit Union | Spokane | WA | 02/2018 | 08/2019 |
| Noirthwest Farm Credit Services | Spokane | WA | 08/2015 | 02/2018 |
| Eight Second Marketing | Spokane Valley | WA | 08/2019 | 12/2021 |
| Spokane United Way Emerging Leaders Society | Spokane | WA | 08/2019 | 10/2021 |
| Cetera Advisors Llc | Denver | CO | 08/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2021; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, FIXED ANNUITIES AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: NOTARY PUBLIC COMMISSION; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: NOTARIZING DOCUMENTS ; START DATE:10/2021; POSITION/TITLE/RELATIONSHIP: NOTARY ; APX NUMBER OF HOURS PER WEEK: 0 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS ; 3) NAME OF OTHER BUSINESS: MISSION CHURCH ; INVESTMENT RELATED: NO; ADDRESS: 3001 N PINES RD SPOKANE VALLEY, WA 99206 ; NATURE OF BUSINESS: RELIGIOUS ; START DATE: 10/2021 ; POSITION/TITLE/RELATIONSHIP: CHURCH COUNCIL MEMBER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: MONTHLY MEETING TO ADDRESS CHURCH ISSUES, YEARLY TO ASSIST PASTOR WITH DETERMING BUDGET ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-30 |
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