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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-02-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Snyder & Associates, P.A. | Wilmington | DE | 08/2015 | 12/2018 |
| Vassar College | Poughkeepsie | NY | 12/2018 | 06/2019 |
| Lycoming College | Williamsport | PA | 08/2019 | 06/2021 |
| Wilmington University | Wilmington | DE | 08/2021 | 08/2022 |
| Wilmington University | Wilmington | DE | 09/2022 | 07/2023 |
| Self-Employed | Wilmington | DE | 08/2023 | 10/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. NAME OF OTHER BUSINESS: DIAMOND STATE FINANCIAL GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES; START DATE: 01/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES, AND ADVISORY ROLE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-03 |
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