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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
NJ RA APPROVED 2025-03-18
  • NJ RA
    APPROVED
    Since 2025-03-18

Branch Locations

2317 Rt 34 Suite 1D & 1E, Manasquan, NJ 08736 • 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
S&P Global (Formerly Known As Private Market Connect) Bala Cyn Wyd PA 06/2021 04/2024
Elon University Admissions Building Elon NC 09/2019 05/2021
Elon University Elon NC 09/2017 05/2021
Sawmill Ymca Day Camp Hamilton Township NJ 06/2018 08/2018
Hun School Of Princeton Princeton NJ 09/2013 06/2017
Cetera Wealth Services, Llc El Segundo CA 03/2025 Present
Unemployed Yardley PA 04/2024 03/2025
Cetera Investment Advisers Llc Schaumberg IL 03/2025 Present
Princeton Junior Tigers Hockey Lawrenceville NJ 07/2026 Present
  • 06/2021 → 04/2024
    S&P Global (Formerly Known As Private Market Connect)
    Bala Cyn Wyd, PA
  • 09/2019 → 05/2021
    Elon University Admissions Building
    Elon, NC
  • 09/2017 → 05/2021
    Elon University
    Elon, NC
  • 06/2018 → 08/2018
    Sawmill Ymca Day Camp
    Hamilton Township, NJ
  • 09/2013 → 06/2017
    Hun School Of Princeton
    Princeton, NJ
  • 03/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2024 → 03/2025
    Unemployed
    Yardley, PA
  • 03/2025 → Present
    Schaumberg, IL
  • 07/2026 → Present
    Princeton Junior Tigers Hockey
    Lawrenceville , NJ
Other Businesses

1. Name of other business: Fixed insurance Investment related: Yes Address: Same as registered location Nature of business: Fixed Insurance Start Date: 09/2024 Apx number of hours per week: 10 Apx number of hours during trading hours: 10 Position/title/relationship: Insurance Agent Brief description of duties: Insurance Sales and Service; 2. Name of other business: Allied Wealth Partners Investment related: Yes Address: Same as registered location Nature of business: DBA - branding team name for Financial Services Start date: 03/2025 Position/title/relationship: Financial Professional Apx number of hours per week: 40 Apx number of hours during trading hours: 40 Brief description of duties: Providing Insurance, Securities, and Advisory services; 3. NAME OF OTHER BUSINESS: PRINCETON JUNIOR TIGERS HOCKEY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: 2500 MAIN STREET ROUTE 206 NORTH, LAWRENCEVILLE NJ08648 START DATE: 9/1/2026 POSITION/TITLE/RELATIONSHIP: HOCKEY COACH APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COACHING

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-30
  • S66 Uniform Combined State Law Examination
    2025-01-30

View on SEC IAPD

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