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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 | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Southlake | TX | 09/2020 | 04/2021 |
| Ep Planner | El Paso | TX | 09/2019 | 05/2020 |
| Hoppy Monk | El Paso | TX | 08/2019 | 01/2020 |
| University Of Texas At El Paso | El Paso | TX | 08/2016 | 05/2020 |
| The Vanguard Group, Inc | Scottsdale | AZ | 07/2021 | 11/2022 |
| Self Employed | El Paso | TX | 07/2020 | 03/2024 |
| The Vanguard Group, Inc | Plano | TX | 11/2022 | 01/2023 |
| The Vanguard Group, Inc | Scottsdale | AZ | 01/2023 | 12/2023 |
| The Vanguard Group, Inc | Plano | TX | 12/2023 | 03/2024 |
| Lpl Financial Llc | El Paso | TX | 03/2024 | 01/2025 |
| Cetera Advisors Llc | St Cloud | MN | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
1. NAME OF OTHER BUSINESS: GENTRY PARTNERS WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PLANNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL 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: 01/2024 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-25 |
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