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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-01-02 |
Branch Locations
500 108Th Ave Ne Ste 765, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pullman Chamber Of Commerce | Pullman | WA | 05/2023 | 08/2023 |
| Ferdinand's Ice Cream Shoppe | Pullman | WA | 05/2024 | 08/2024 |
| Plannetics Financial | Bellevue | WA | 05/2025 | Present |
| Full-Time Education | Pullman | WA | 08/2023 | 05/2024 |
| Full-Time Education | Pullman | WA | 08/2024 | 05/2025 |
| Century 2, Inc. | Ritzville | WA | 08/2015 | 05/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2025 | Present |
| Cetera Investment Advisors Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: PLANNETICS FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 5/2025 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: TAKE CLIENT CALLS, FACILITATE DISTRIBUTIONS, CONTRIBUTIONS, OR ACCOUNT MAINTENANCE PER ADVISOR VERBAL CONFIRMATION AND INSTRUCTION. ENSURE SMOOTH CLIENT SERVICE OPERATIONS AND ONBOARDING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-13 |
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