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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-21 |
Branch Locations
1716 Briarcrest Drive Suite 810, Bryan, TX 77802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Bryan | TX | 01/1996 | Present |
| Prosperity Bank | Bryan | TX | 05/2007 | 11/2016 |
| Cetera Investment Advisers Llc | Bryan | TX | 01/2014 | Present |
1.)PRESIDENT- ROTARY CLUB AGGIELAND. 3 HRS WK/0 COMP 2. IMMEDIATE PAST PRESIDENT- ROTARY CLUB OF AGGIELAND, ATTEND BOARD MTGS, PARTICIPATE IN CLUB ACTIVITIES, ONE OF 3 W/SIGNATURE AUTHORITY ON CHECKING ACCOUNT-2 SIGNORS REQ'D. 1 HR WK 3. AGGIELAND HUMANE SOCIETY PET SHELTER - ATTEND BOARD MTGS, REVIEW POLICY, PARTICIPATE IN FUNDRAISING ACTIVITIES. 1 HR WK. 4. PRESIDENT AND FINANCIAL ADVISOR OF FUNDAMENTAL WEALTH ADVSIORS; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-05-23 |
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