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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-29 |
Branch Locations
115 Fairchild St Suite 320, Charleston, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Boulevard Company | Mount Pleasant | SC | 05/2023 | Present |
| Keller Williams Realty | Grand Rapids | MI | 01/2002 | 05/2023 |
| Cetera Investment Advisers Llc | El Segundo | CA | 05/2026 | Present |
I have been a Realtor for 25 years, but now use my license for my own investments. I work for The Boulevard Company: 806 Johnnie Dodds Blvd, Mount Pleasant SC 29464. I am mostly a homemaker now. The only reason it is investment related is for my personal real estate investments. I was a Realtor with Keller Williams Realty 2000-2024. I have been a Realtor with The Boulevard Company since 2024 to present. My duty as a Realtor is to sell and buy houses. This is very part time so it will in no way interfere with trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
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