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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-09-05
  • VA RA
    APPROVED
    Since 2023-09-05

Branch Locations

37 Main St Ste 101, Warrenton, VA 20186 • United States

Wesley Chapel, FL • United States

3975 Fair Ridge Dr Ste 250N-C, Fairfax, VA 22033 • United States

Warrenton, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Investment Services Inc/T Rowe Price Advisory Svc Fairfax VA 05/2012 01/2021
Mml Investors Services Fairfax VA 01/2021 09/2023
Massmutual Fairfax VA 01/2021 09/2023
Cetera Financial Specialists Llc Schuamburg IL 09/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2023 Present
Opta Financial Fairfax VA 09/2023 Present
Canterbury Wealth Management Gainesville VA 07/2023 Present
  • 05/2012 → 01/2021
    T. Rowe Price Investment Services Inc/T Rowe Price Advisory Svc
    Fairfax, VA
  • 01/2021 → 09/2023
    Mml Investors Services
    Fairfax, VA
  • 01/2021 → 09/2023
    Massmutual
    Fairfax, VA
  • 09/2023 → Present
    Cetera Financial Specialists Llc
    Schuamburg, IL
  • 09/2023 → Present
    Schaumburg, IL
  • 09/2023 → Present
    Opta Financial
    Fairfax, VA
  • 07/2023 → Present
    Canterbury Wealth Management
    Gainesville, VA
Previous Registrations
Other Businesses

1) CANTERBURY WEALTH MANAGEMENT, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, FINANCIAL PROFESSIONAL, 50H/WEEK, 30H/WEEK DURING TRADING HOURS, SINCE 09/2023 2) OPTA FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENTS, INSURANCE AND INVESTMENT SALES, 10H/WEEK, SINCE 08/2023. 3) NAME OF OTHER BUSINESS: CEDAR MILL HOA; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOMEOWNERS ASSOCIATION; START DATE: 04/2025; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP MANAGE, REVIEW ARCHITECTURAL APPLICATIONS, ENSURE GUIDELINES ARE FOLLOWED, REVIEW EXPENSES AND VENDORS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-03-30
S63 Uniform Securities Agent State Law Examination 1995-10-10
  • S66 Uniform Combined State Law Examination
    2001-03-30
  • S63 Uniform Securities Agent State Law Examination
    1995-10-10
Other Names
  • Marie Letourneau
  • Marie Anne Letourneau

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