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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 | 2024-02-05 |
| MA | RA | APPROVED | 2023-06-29 |
Branch Locations
208 Bonnet Street, Manchester Center, VT 05255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community College Baltimore County | Essex | MD | 02/2016 | 12/2016 |
| The University Of Alabama | Tuscaloosa | AL | 01/2017 | 08/2019 |
| Kooper's Tavern | Lutherville | MD | 09/2015 | 08/2017 |
| The Oregon Grille | Hunt Valley | MD | 06/2017 | 08/2017 |
| Dotson's Burger Spot | Tuscaloosa | AL | 09/2017 | 11/2017 |
| R Davidson Chophouse | Tuscaloosa | AL | 11/2017 | 08/2019 |
| R Davidson Chophouse | Tuscaloosa | AL | 11/2018 | 08/2019 |
| Voya Financial Advisors, Inc. | Braintree | MA | 09/2019 | 06/2021 |
| Cetera Wealth Services, Llc | Malden | MA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Archstone Financial Partners Llc | Malden | MA | 07/2025 | Present |
(1) NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:09/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL PARTNERS LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 20, APX NUMBER OF HOURS DURING TRADING HOURS: 20, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-15 |
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