Bo Li

Current Employers

Employment History

• 01/2012 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2000-06-22 → 2007-03-19
  Pruco Securities, Llc.
  Solon, OH
  Mayfield Heights, OH
  Solon, OH
  Solon, OH

Other Businesses

1.SOLON FINANCIAL GROUP, SAME AS OFFICE ADDRESS, DBA FOR SECURITIES BUSINESS AND FIXED INSURANCE. 2.IFER SOLON LLC, 34208 AURORA RD #228, SOLON, OH 44139, RENTAL PROPERTY, 50% OWNER. 3.US CHINA CULTURE & BUSINESS ASSOCIATION, START 06/15/09, PROMITING CLUTURE AND BUSINESS EXCHANGE, PRESIDENT, 2HR/WK, 6200 SOM CENTER RD B21 SOLON OH 14139 4.ASIAN AMERICAN INSURANCE & FINANCIAL PROFESSIONAL, START 09/14/09, 2HR/WK, PROFESSIONAL EDUCATION & INFORMATION SHARING, PRESIDENT 5. T.E.M. INTERNATIONAL, INC., 6200 SOM CENTER RD, STE B21, SOLON, OH 44139, INTERNATIONAL TRADE AND BUSINESS CONSULTING SERVICES, 19% OWNERSHIP/PRESIDENT, 4HR/WK. 6. NAME OF OTHER BUSINESS: BO LI; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LANGUAGE TRANSLATION; START DATE: 10/31/2016; POSITION/TITLE/RELATIONSHIP: INTERPRETER; APX NUMBER OF HOURS PER WEEK: 1-2 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: INTERPRETING AND TRANSLATION ENGLISH/CHINESE. 7. NAME OF OTHER BUSINESS: CHINESE SCHOOL ASSOCIATION IN THE UNITED STATES; INVESTMENT RELATED: NO; ADDRESS: 145 E. ALGONQUIN ROAD, ARLINGTON HEIGHTS, MI 60005; NATURE OF BUSINESS: CHINESE SCHOOL SERVICES; START DATE: 01/01/2017; POSITION/TITLE/RELATIONSHIP: DIRECTOR OF BOARD; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: MONTHLY CALLS, ACTIVITY PLANNING, AND PUBLIC RELATIONS. 8. NAME OF OTHER BUSINESS: MULTI-CULTURE FOOD INC,DBA WILD MANGO RESTAURANT AND BAR; INVESTMENT RELATED: NO; ADDRESS: 362 GREAT NORTHERN MALL NORTH OLMSTED OH 44070; NATURE OF BUSINESS: RESTAURANT DEVELOPMENT; START DATE: 6/2020; POSITION/TITLE/RELATIONSHIP: BUSINESS DEVELOPMENT; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: TO ATTRACT AND RETAIN CUSTOMERS TO RESTAURANT; 9. NAME OF OTHER BUSINESS: BO LI; INVESTMENT RELATED: NO, ADDRESS: 7150 LONGVIEW DR SOLON, OH 44139; NATURE OF BUSINESS: RELIGIOUS; START DATE: 4/2021 POSITION/TITLE/RELATIONSHIP: ORDAINED MINISTER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ORDAINED MINISTER, ORDAIN MARRIAGE; 10. NAME OF OTHER BUSINESS: OHIO CHINESE GOLF ASSOCIATION; INVESTMENT RELATED: NO, ADDRESS: 7150 LONGVIEW DR SOLON, OH 44139; NATURE OF BUSINESS: NONPROFIT; START DATE: 5/2021 POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: HOLDING AND COORDINATING GOLF EVENTS AND RELATED GOLF ACTIVITIES; 11. NAME OF OTHER BUSINESS: BO LI; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SISTER CITY RELATIONSHIP BUILDING; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: DIRECTOR/LIAISON; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: VOLUNTEER, SISTER CITY RELATIONSHIP BUILDING FOR SOLON, OH; 12. NAME OF OTHER BUSINESS: CLEVELAND CONTEMPORARY CHINESE CULTURE ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 33600 INWOOD RD SOLON, OH 44139; NATURE OF BUSINESS:NON PROFIT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: BOARD DIRECTOR/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS AND EVENTS FOR THE ASSOCIATION, ADMINISTRATIVE DUTIES FOR THE LANGUAGE SCHOOL;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-15
• S63 Uniform Securities Agent State Law Examination
  1998-07-27