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Whitney Kimberlie Whitney

Cetera Investment Advisers LLC

Cedar City, UT

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-06-25
  • UT RA
    APPROVED
    Since 2025-06-25

Branch Locations

1322 S Interstate Dr, Cedar City, UT 84720 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
State Bank Of Southern Utah Cedar City UT 11/2024 Present
State Bank Of Southern Utah Cedar City UT 12/2019 10/2024
Pizza Factory Saint George UT 07/2015 09/2019
Three Peaks Advisors Cedar City UT 01/2024 Present
Cetera Investment Services Llc St Cloud MN 02/2025 Present
Cetera Investment Advisers Llc Cedar City UT 06/2025 Present
  • 11/2024 → Present
    State Bank Of Southern Utah
    Cedar City, UT
  • 12/2019 → 10/2024
    State Bank Of Southern Utah
    Cedar City, UT
  • 07/2015 → 09/2019
    Pizza Factory
    Saint George, UT
  • 01/2024 → Present
    Three Peaks Advisors
    Cedar City, UT
  • 02/2025 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2025 → Present
    Cetera Investment Advisers Llc
    Cedar City, UT
Other Businesses

1.) CLEAN OFFICE SPACE OF THREE PEAKS ADVISORS; 2 HRS/WK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-24
  • S66 Uniform Combined State Law Examination
    2025-06-24
Other Names
  • Whitney Whiney

View on SEC IAPD

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