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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 | 2023-01-05 |
| AZ | RA | APPROVED | 2019-06-27 |
Branch Locations
1702 E Highland Ave Ste 204, Phoenix, AZ 85016 • United States
Litchfield Park, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Phoenix | AZ | 05/2005 | 06/2019 |
| Southwest Valley Pta | Litchfield Park | AZ | 06/2016 | 05/2018 |
| Build It Up Buttercup | Litchfield Park | AZ | 11/2016 | 11/2018 |
| Foresters Advisory Services | Phoenix | AZ | 02/2017 | 06/2019 |
| Arizona Parent Teacher Association | Phoenix | AZ | 11/2018 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 06/2019 | Present |
1) AZ PAREANT TEACHER ASSN. CHILD ADVOCACY. 5 HRS/WK 2) ARIZONA CAPITAL MANAGEMENT, DBA FOR CETERA BUSINESS, 40/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2006-04-25 |
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