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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canterbury Wealth Management Llc | Warrenton | VA | 06/2025 | Present |
| Randolph-Macon College | Ashland | VA | 09/2021 | 05/2025 |
| Prince William County Public Schools | Gainesville | VA | 08/2008 | 06/2021 |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 11/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1) CANTERBURY WEALTH MANAGEMENT LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENTS/WEALTH MANAGEMENT; NON-REGISTERED ASSISTANT; SINCE 6/2025; 160 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-09 |
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