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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
13700 Reimer Drive N Ste 200, Maple Grove, MN 55311 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Small Business Insurance Agency Inc | Plymouth | MN | 07/2014 | 08/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2014 | Present |
| Sterling Bridge Insurance Agency, Inc | Plymouth | MN | 08/2019 | 07/2025 |
| Small Business Insurance Agency, Inc | Plymouth | MN | 08/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Amerlife, Llc Dba Sterlingbridge Insurance Agency, Llc | Maple Grove | MN | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: TRUSTEE INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TRUSTEE START DATE: 7/2013 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: TRUSTEE BRIEF DESCRIPTION OF DUTIES: TRUSTEE AND POA FOR MOTHER'S ESTATE 2. NAME OF OTHER BUSINESS: AMERLIFE, LLC DBA STERLINGBRIDGE INSURANCE AGENCY, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: INSURANCE CASE MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: INSURANCE CASE MANAGER; 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: 11/2015 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND LONG TERM CARE 4. NAME OF OTHER BUSINESS: SMALL BUSINESS INSURANCE AGENCY, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE START DATE: 08/2019 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: DBA FOR FIXED INSURANCE ADMINISTRATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-09 |
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