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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-06-29 |
Branch Locations
1089 Jordan Creek Pkwy Suite 370, West Des Moines, IA 50266 • United States
West Des Moines, IA • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Galesburg | IL | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Galesburg | IL | 11/2016 | 06/2018 |
| Voya Financial Advisors | Des Moines | IA | 09/2018 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 03/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2022 | Present |
| Avantax Investment Services Inc | Dallas | TX | 06/2025 | 09/2025 |
NAME OF ENTITY: CHRISTIAN COALITION OF IOWA; NO; 939 OFFICE PARK RD; WEST DES MOINES; IA; 50265; NON-PROFIT ORGANIZATION; INDEPENDENT INSURANCE AGENT; 3/1/2019; 1; 0; ATTEND ORGANIZATIONS EVENTS AND MEETINGS; VOTING MEMBER OF THE BOARD.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-03 |
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