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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
2300 First Street Ste 350, Livermore, CA 94550 • United States
3075 Citrus Circle Suite 101, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC; 2. NAME OF OTHER BUSINESS: WALNUT CREEK PRESBYTERIAN CHURCH FOUNDATION, INVESTMENT RELATED: NO, ADDRESS: 1801 LACASSIE AVE, WALNUT CREEK, CA 94596, NATURE OF BUSINESS: CHURCH FOUNDATION, POSITION/TITLE/RELATIONSHIP: INVESTMENT COMMITTEE MEMBER; 3. NAME OF OTHER BUSINESS: WALNUT CREEK PRESBYTERIAN CHURCH, INVESTMENT RELATED: NO, ADDRESS: 1801 LACASSIE AVE, WALNUT CREEK, CA 94596, NATURE OF BUSINESS: CHURCH, POSITION/TITLE/RELATIONSHIP: STEWARDSHIP COMMITTEE MEMBER, APX NUMBER OF HOURS PER MONTH: 4, BRIEF DESCRIPTION OF DUTIES: FOLLOW UP WITH PLEDGES TO THE CHURCH;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-09 |
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