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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_RES | 2026-01-30 |
| CA | RA | APPROVED | 2026-01-29 |
Branch Locations
3055 Wilshire Blvd. Ste. 790, Los Angeles, CA 90010 • United States
North Tustin, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gold Coast Securities, Inc. | Los Angeles | CA | 10/2005 | 12/2025 |
| Wealthnet Insurance And Financial Services Inc | Los Angeles | CA | 05/2025 | Present |
| Cetera Wealth Services Llc | El Segundo | CA | 01/2026 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2004 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: WEALTHNET FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 45 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES 3. NAME OF OTHER BUSINESS: WEALTHNET INSURANCE AND FINANCIAL SERVICES INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSRUANCE AND HEALTH INSURANCE START DATE: 05/2005 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: PROVIDE INSURANCE SERVICES 4. NAME OF OTHER BUSINESS: JE CAPITAL LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENCE NATURE OF BUSINESS: REAL ESTATE START DATE: 12/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDS REAL ESTATE 5. NAME OF OTHER BUSINESS: CNK PARTNERS LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENCE NATURE OF BUSINESS: REAL ESTATE START DATE: 11/2013 POSITION/TITLE/RELATIONSHIP: MANAGER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDS REAL ESTATE 6. NAME OF OTHER BUSINESS: CKH INVESTMENTS LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENCE NATURE OF BUSINESS: REAL ESTATE START DATE: 3/2016 POSITION/TITLE/RELATIONSHIP: MANAGER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDS REAL ESTATE 7. NAME OF OTHER BUSINESS: CKH II LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENCE NATURE OF BUSINESS: REAL ESTATE START DATE: 12/2023 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDS REAL ESTATE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-15 |
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