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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 | 2023-07-31 |
Branch Locations
6420 E Highway 290, Austin, TX 78723 • United States
Austin, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Federal Credit Union | Plano | TX | 10/2010 | 01/2019 |
| Cuso Financial Services, Lp | San Diego | CA | 10/2010 | 01/2019 |
| Cuso Financial Sevices, L.P. | San Diego | CA | 07/2019 | 03/2023 |
| Unemployed | Austin | TX | 01/2019 | 07/2019 |
| A+ Federal Credit Union | Austin | TX | 03/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 07/2023 | Present |
| Cetera Investment Advisers Llc | Austin | TX | 07/2023 | Present |
1.) PROVIDES EDUCATIONAL AND NATURE BASED EXPERIENCES FOR FAMILIES AND CHILDREN AT CANDLELIGHT RANCH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-13 |
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