Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2025-10-27
  • MT RA
    APPROVED
    Since 2025-10-27

Branch Locations

300 Central Ave Ste 510, Great Falls, MT 59401 • 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
Taylor's Auto Max Great Falls MT 04/2019 01/2023
True Brew Espresso Great Falls MT 05/2017 04/2019
Big Mouth Barbeque Great Falls MT 04/2016 05/2017
Cetera Wealth Services, Llc El Segundo CA 07/2025 Present
Taylor'S Auto Max Great Falls MT 01/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 10/2025 Present
Xavier Marshall Photo & Video Great Falls MT 05/2026 Present
  • 04/2019 → 01/2023
    Taylor's Auto Max
    Great Falls, MT
  • 05/2017 → 04/2019
    True Brew Espresso
    Great Falls, MT
  • 04/2016 → 05/2017
    Big Mouth Barbeque
    Great Falls, MT
  • 07/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2023 → Present
    Taylor'S Auto Max
    Great Falls, MT
  • 10/2025 → Present
    Schaumburg, IL
  • 05/2026 → Present
    Xavier Marshall Photo & Video
    Great Falls, MT
Other Businesses

1. NAME OF OTHER BUSINESS: HARP FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 09/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISORY SERVICES 2. NAME OF OTHER BUSINESS: TAYLOR'S AUTO MAX ; INVESTMENT RELATED: NO ; ADDRESS: 4100 10TH AVE S GREAT FALLS, MT 59405 ; NATURE OF BUSINESS: AUTO DEALERSHIP ; START DATE: 01/2023 ; POSITION/TITLE/RELATIONSHIP: SOCIAL MEDIA MARKETER ; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SHOOT VIDEOS FOR THE DEALERSHIP, EDIT AND POST THE VIDEO ON FACEBOOK, INSTAGRAM, YOUTUBE, AND BUILD PAID ADVERTISEMENTS; 3. NAME OF OTHER BUSINESS: XAVIER MARSHALL PHOTO & VIDEO INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PHOTOGRAPHY START DATE: 5/20/2026 POSITION/TITLE/RELATIONSHIP: OWNER/ PHOTOGRAPHER APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PHOTOGRAPHY AND VIDEOGRAPHY SERVICES, PHOTO MERCHANDISE 4. NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY; START DATE: 05/15/2026; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS:1; BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-22
  • S66 Uniform Combined State Law Examination
    2025-10-22
Other Names
  • Xavier Marshall

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Great Falls, MT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor