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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-21 |
Branch Locations
1400 Old Country Rd Suite 408, Westbury, NY 11590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credly By Pearson | New York | NY | 12/2020 | 07/2025 |
| Exclusive Plans Llc | Mount Vernon | NY | 05/2013 | 07/2025 |
| Equitable Advisors, Llc. | New York | NY | 03/2025 | 07/2025 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2025 | Present |
| Cetera Investment Advisers Llc | Westbury | NY | 07/2025 | Present |
1.) CUSTOMER SUCCESS MANAGER FOR CREDLY BY PEARSON, ONBOARD CLIENTS TO CREDLY PLATFORM, 20/HRS/WK. 2.) THE QAE GROUP, DBA FOR CETERA BUSINESS 3.) OWNER AND VIRTUAL PARTNER OF EXCLUSIVE PLANS, LLC; PROVIDE VIRTUAL ASSISTANCE AND ADMINISTRATIVE SUPPORT TO NON-SECURITIES CLINTS; CALENDAR AND EMAIL MANAGEMENT, DOCUMENT PREPARATION, SCHEDULING, ORGANIZATION, AND PRODUCTIVITY FACILIATION, TO IMPROVE WORKFLOWS; 2 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-07 |
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