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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 | 2023-06-29 |
| WA | RA | APPROVED | 2023-06-29 |
Branch Locations
4212 Capitol Boulevard Se Suite 100, Tumwater, WA 98501 • United States
15597 Se Mill Plain Blvd, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sentry Insurance | Stevens Point | WI | 05/2013 | 05/2019 |
| Unemployed | Vancouver | WA | 05/2019 | 11/2019 |
| Decimal, Inc. Dba Ubiquity | San Francisco | CA | 11/2019 | 10/2020 |
| Unemployed | Vancouver | WA | 10/2020 | 02/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Boyce Financial Group, Llc | Vancouver | WA | 11/2023 | Present |
1) NAME OF OTHER BUSINESS: BOYCE FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE:11/2023; POSITION/TITLE/RELATIONSHIP: OSJ MANAGER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-19 |
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