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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-10-25 |
| AZ | RA | APPROVED | 2020-08-20 |
| TX | RA | APPROVED | 2020-08-14 |
Branch Locations
1702 E Highland Ave Ste 204, Phoenix, AZ 85016 • United States
Paradise Valley, AZ • United States
201 E. Main St Suite 520, Lexington, KY 40507 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services, Inc | Phoenix | AZ | 01/2016 | 04/2017 |
| Foresters Advisory Services | Phoenix | AZ | 01/2016 | Present |
| Foresters Financial Services Llc | Phoenix | AZ | 04/2017 | Present |
| Cetera Investment Services Llc | Phoenix | AZ | 06/2019 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 06/2019 | Present |
1.) CO-OWNER OF RENTAL PROPERTY 2.) NICHOLAS DOYLE LLC, LLC FOR TAX PURPOSES, 50% OWNER; 3.) MATTER WEALTH ADVISORS, DBA FOR CETERA BUSINESS, 50% OWNER, 40/HRS/WK. 4.) PRESIDENT OF BNI CHAPTER, NETWORKING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-04 |
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