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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-03-21 |
Branch Locations
8700 Monrovia St Ste 310, Lenexa, KS 66215 • United States
Shawnee, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Various Insurance Carriers For W & R Insurance Agencies, Inc | Shawnee | KS | 02/2011 | Present |
| Cetera Advisors Llc | Denver | CO | 11/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
DBA: FINANCIAL REMEDE, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, FINANCIAL AND INSURANCE SERVICES, START OCTOBER 2013, 50 PLUS HRS PER WEEK, DURING TRADING HOURS, OWNER - FINANCIAL ADVISOR. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED LOCATION, START OCTOBER 2013, 10 HRS. PER WEEK - VARIES DURING TRADING HOURS INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, LONG-TERM CARE, AND ANNUITIES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
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