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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-01-30 |
Branch Locations
15321 S 94Th Ave Ste 100, Orland Park, IL 60462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rj Reynolds Trade Services | Winston-Salem | NC | 05/2009 | 09/2025 |
| Megent Financial | Orland Park | IL | 09/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 10/2025 | Present |
| Cetera Invesment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: CROOKED LAKES ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: DOWAGIAC, MI 49047; NATURE OF BUSINESS: OWNERS ASSOCIATION; START DATE: 07/2023; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: ATTEND BOARD MEETINGS AND VOTE ON CERTAIN MATTERS; 2. NAME OF OTHER BUSINESS: MEGENT FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICES ASSOCIATE; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 3/2026; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-23 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-05 |
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