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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-25 |
Branch Locations
2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States
Menifee, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2013 | 08/2025 |
| Grove Point Investments, Llc | Rockville | MD | 12/2023 | 08/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2025 | Present |
1. NAME OF OTHER BUSINESS: HOPE WITTEMAN POA INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: POA START DATE: 03/2025 POSITION/TITLE/RELATIONSHIP: CO-POA APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: CO POA FOR FRIEND
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-15 |
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