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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-01-21 |
Branch Locations
2290 N Mayfair Road, Wauwatosa, WI 53226 • United States
Waukesha, WI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Equitable Bank Ssb | Wauwatosa | WI | 02/2002 | Present |
| Cetera Investment Services | St. Cloud | MN | 01/2006 | Present |
| Cetera Investment Advisers Llc | Wauwatosa | WI | 01/2014 | Present |
FINANCIAL SECRETARY FOR LIVING WORD LUTHERAN CHURCH; COUNT AND DEPOSIT WEEKLY CHURCH OFFERINGS; DOES NOT HAVE ACCESS TO BANK ACCOUNT OR CHECK WRITING AUTHORITY
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-30 |
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