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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-01 |
| MO | RA | APPROVED | 2025-04-07 |
Branch Locations
2415 Carter Lane Suite 1, Columbia, MO 65201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ccr Wealth Management | Columbia | MO | 01/2025 | Present |
| University Of Missouri - System | Columbia | MO | 12/2018 | 01/2025 |
| Redemption's Hill Church | Columbia | MO | 11/2016 | 11/2018 |
| Landmark Bank N.A. | Columbia | MO | 11/2014 | 11/2016 |
| Cetera Advisors Llc | St Cloud | MN | 01/2025 | 02/2025 |
| Cetera Advisors Llc | St Cloud | MN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
1. Name of other business: CCR Wealth Management Investment related: Yes Address: Same as registered location Nature of business: Financial Services Marketing Name Start Date: 01/2025 Apx number of hours per week:40 Apx number of hours during trading hours:40 Position/title/relationship: Financial professional Brief description of duties: Providing financial services to clients; 2. Name of other business: Redemption's Hill Church Investment related: No Address: 2201 W. Nifong Blvd Building 1 ,Columbia, MO 65203 Nature of business: Religious Organization Start Date: 12/2016 Apx number of hours per week: 8 Apx number of hours during trading hours: 0 Position/title/relationship: Lay Elder-Treasurer Brief description of duties: The record keeper for all financial activities of the church;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
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