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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 | 2024-09-09 |
| TX | RA | APPROVED | 2024-09-09 |
Branch Locations
9275 Sky Park Court Suite 350, San Diego, CA 92123 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Diego | CA | 01/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 08/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2024 | Present |
| Cetera Investment Advisers Llc | San Diego | CA | 09/2024 | Present |
1. OWNER OF KRAFT WEALTH MANAGEMENT; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-24 |
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