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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-07-31 |
Branch Locations
2900 100Th St Suite 301, Urbandale, IA 50322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Casey's | Ankeny | IA | 04/2024 | 06/2025 |
| Kum & Go | Des Moines | IA | 06/2019 | 04/2024 |
| University Of Iowa/Dmacc | Iowa City | IA | 01/2016 | 06/2019 |
| Cetera Wealth Services Llc | El Segundo | CA | 06/2025 | Present |
| Casey'S General Store | Ankeny | IA | 04/2024 | 11/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: GUIDE FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISOR SERVICES START DATE: 06/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISORY SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-20 |
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