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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-09-16 |
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 |
|---|---|---|---|---|
| Columbia State Bank | Tacoma | WA | 08/2010 | 02/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 08/2010 | 02/2018 |
| Hart Capital Management, Inc. | Coeur D'ALene | ID | 11/2018 | 01/2021 |
| Self | Liberty Lake | WA | 03/2018 | 10/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2021 | 09/2022 |
| Numerica Credit Union | Spokane Valley | WA | 01/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 09/2022 | Present |
| Cetera Investment Advisers Llc | Spokane Valley | WA | 09/2022 | Present |
1. OWNER OF RENTAL HOME; BOOKKEEPING AND TAX PREPARATION FOR PIANO FOR LIFE, INC; BUSINESS OWNED BY SPOUSE 2. BOARD MEMBER OF PROCU AND CETERA CREDIT UNION COUNCIL 3. CO-CHAIR SAFE PASSAGE-DOMESTIC VIOLENCE AND PREVENTION SERVICES, FINANCE COMMITTEE REVIEW BUDGET AND FUND RAISING EVENTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-05-13 |
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