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2950 Buskirk Avenue Suite 350, Walnut Creek, CA 94597 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-09-15 |
Branch Locations
2950 Buskirk Avenue Suite 350, Walnut Creek, CA 94597 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | Present |
| Vista Advisor Group, Llc | Walnut Creek | CA | 09/2020 | Present |
1. KETTLEMAN LAHL LLC INVESTMENT RELATED: YES, REAL ESTATE INVESTMENT ADDRESS: KETTLEMAN ROAD, LODI, CALIFORNIA. NATURE OF BUSINESS: REAL ESTATE INVESTMENT POSITION: INVESTOR TITLE: NONE. RELATIONSHIP: INVESTOR WITH TRHEE OTHER PARTNERS STARTE DATE: APRIL 1, 2007 # HOURS/MONTH: 0 HOURS DUTIES: NONE. 2. RETIREMENT PLANNING TODAY; NOT INVESTMENT-RELATED; 300 OSWEGO POINTE DRIVE, #1101, LAKE OSWEGO, or 97034; GENERAL RETIREMENT CURRICULUM TO HELP FUTURE RETIREES PREPARE FOR RETIREMENT; LICENSEE OF RETIREMENT CLASS INSTRUCTION PROGRAM; START DATE - 2012; 0 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; SPEAKER/INSTRUCTOR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-03 |
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