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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2026 | Present |
| Full Time Student | Gilbert | AZ | 01/2016 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | 03/2026 |
| Advanced Wealth Management | Gilbert | AZ | 04/2025 | Present |
| Black Oak Pllc | Gilbert | AZ | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: ADVANCED WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: PROVIDE COMPREHENSIVE WEALTH MANAGEMENT AND FINANCIAL PLANNING SERVICES; 2. NAME OF OTHER BUSINESS: BLACK OAK PLLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-01 |
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