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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 | 2024-12-04 |
| AZ | RA | APPROVED | 2019-06-27 |
| TX | RA | APPROVED | 2019-06-19 |
Branch Locations
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • United States
Paradise Valley, AZ • United States
201 E. Main St Suite 520, Lexington, KY 40507 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foam Dist Inc | Hayward | CA | 10/2006 | Present |
| Foresters Advisory Services Llc | Phoenix | AZ | 07/2013 | 06/2019 |
| Foresters Financial Services | Phoenix | AZ | 01/2016 | 06/2019 |
| Nicholas Doyle Llc | Phoenix | AZ | 01/2017 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 06/2019 | Present |
1.) FOAM DISTRIBUTORS. BOARD MEMBER & PARTIAL OWNER. 2)NICHOLAS DOYLE LLC 100% OWNER FOR TAX PURPOSES ONLY. 2.) MATTER WEALTH ADVISORS, DBA FOR CETERA BUSINESS, 50% OWNER, 40/HRS/WK. 3.) PARTIAL OWNER OF DOYLE'S FOAM BUILDING LLC; OWNED WITH FAMILY; WAREHOUSE AND OFFICE BUILDING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2005-07-07 |
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