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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-11-19 |
Branch Locations
8200 Greensboro Drive Suite 625, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Homeschooled | Yorktown | VA | 06/2015 | 07/2021 |
| James River Country Club | Newport News | VA | 07/2019 | 02/2023 |
| Christopher Newport University | Newport News | VA | 08/2021 | 05/2025 |
| Christopher Newport University | Newport News | VA | 03/2023 | 01/2024 |
| Seaworld Parks | Williamsburg | VA | 05/2023 | 08/2023 |
| Christopher Newport University | Newport News | VA | 01/2024 | 05/2025 |
| Perrarus Solutions | Newport News | VA | 06/2024 | 08/2024 |
| Williamsburg Financial Group | Williamsburg | VA | 09/2024 | 12/2024 |
| Post Grad Unemployment | Yorktown | VA | 06/2025 | 06/2025 |
| Cetera Wealth Services Llc | El Segundo | CA | 06/2025 | Present |
| Kurtz, Connor, Browning & Phillips, Llc | Mclean | VA | 06/2025 | Present |
| Cetera Investment Advisor, Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: KURTZ, CONNOR, BROWNING & PHILLIPS, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 7/2025 POSITION/TITLE/RELATIONSHIP: INVESTMENT ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE CLIENT SERVICE, PREP/PROCESSING OF NEW ACCOUNTS/SERVICING PAPERWORK, PROVIDE ADMINISTRATIVE SERVICES AND ASSIST REPS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-13 |
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