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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-16 |
Branch Locations
2783 S. Diamond Bar Blvd., Unit 2783, Diamond Bar, CA 91765 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Alhambra | CA | 05/2016 | 07/2021 |
| Wells Fargo Clearing Services, Llc | Alhambra | CA | 08/2019 | 04/2021 |
| My Dearest Corp | City Of Industry | CA | 07/2011 | 09/2016 |
| J.P. Morgan Securities Llc | Temple City | CA | 08/2021 | 10/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | 01/2026 |
| Strategic Fortune Wealth Management-Insurance Securities And Fin | West Covina | CA | 09/2023 | 01/2026 |
| Cetera Investment Advisers Llc (105644) | Schaumburg | IL | 08/2025 | 01/2026 |
| Ctbc Bank | Diamond Bar | CA | 01/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Diamond Bar | CA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-15 |
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