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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-06-22 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Americor Funding | Boise | ID | 06/2024 | 06/2026 |
| Self Employed | Boise | ID | 10/2023 | 05/2024 |
| Debt Advisors Of America | Boise | ID | 04/2023 | 09/2023 |
| Jg Wentworth | Boise | ID | 09/2022 | 04/2023 |
| Debt Advisors Of America | San Diego | CA | 11/2021 | 09/2022 |
| Turn Key Systems Inc | San Diego | CA | 09/2021 | 10/2021 |
| Self Employed | San Diego | CA | 11/2020 | 10/2021 |
| Dml Llc | La Jolla | CA | 03/2020 | 02/2021 |
| Starbucks | Escondido | CA | 03/2020 | 11/2020 |
| Starbucks | Franklin | TN | 06/2016 | 11/2019 |
| South Inc. | Nashville | TN | 09/2019 | 11/2019 |
| Self Employed | Franklin | TN | 09/2019 | 12/2019 |
| Franklin Special School District | Franklin | TN | 06/2017 | 06/2017 |
| Self Employed | Brentwood | TN | 06/2017 | 08/2018 |
| Unemployed | Franklin | TN | 12/2019 | 03/2020 |
| John Paul The Great Catholic University | Escondido | CA | 10/2017 | 07/2019 |
| Franklin High School | Franklin | TN | 08/2012 | 05/2017 |
| Lipaira Inc | Boise | ID | 03/2026 | Present |
| Capitol Financial Solutions | Boise | ID | 05/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
1. NAME OF OTHER BUSINESS: CAPITOL FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: LIPAIRA INC INVESTMENT RELATED: NO ADDRESS: BOISE, ID NATURE OF BUSINESS: TECHNOLOGY COMPANY START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: I ADVISE THIS ENTITY ON STRATEGIC STEPS FORWARD; 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: 5/8/2026; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-05 |
| S65 | Uniform Investment Adviser Law Examination | 2026-04-14 |
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