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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2019-06-19 |
| TX | RA | APPROVED | 2019-06-19 |
Branch Locations
9275 Sky Park Court Suite 350, San Diego, CA 92123 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | San Diego | CA | 05/2005 | 06/2019 |
| Foresters Advisory Services | San Diego | CA | 08/2012 | 06/2019 |
| Self | San Diego | CA | 11/2016 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | San Diego | CA | 06/2019 | Present |
1) RENTAL PROPERTY 2) 2ND VICE PRESIDENT OF EDUCATION AT CURIE ELEMENTARY PTA, 2/HRS/WK 3) VICE PRESIDENT AT UPTOWN REFERRAL GROUP, 1/HR/WK 4) VOLUNTEER AT CURIE PTA GARDEN CLUB, 1-2/HRS/WK 5) POWER OF ATTORNEY AND CO/TRUSTEE ON UNCLE'S (TODD ORTIZ) ACCOUNTS, 1/HR/WK; 6) PUSHPIN FINANCIAL, DBA FOR CETERA BUSINESS, 75% OWNER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-06-24 |
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