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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2026-05-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
| Tjx Companies | Tulsa | OK | 12/2024 | 05/2025 |
| Summit Financial Group | Tulsa | OK | 01/2026 | Present |
| Oral Roberts University | Tulsa | OK | 05/2023 | 12/2025 |
| Bixby Public Schools | Bixby | OK | 01/2017 | 05/2023 |
| Rim Rock Elementary | Fruita | CO | 08/2012 | 04/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2025 | 02/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
1.NAME OF OTHER BUSINESS: SUMMIT FINANCIAL GROUP investment RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENTS, BENEFITS, AND INSURANCE START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: JUNIOR FINANCIAL ANALYST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ANALYZING DATA FROM RETIREMENT PLANS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-12 |
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