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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2005-11-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2005 | Present |
| Kpm Wealth Advisors, Llc | Springfield | MO | 10/2012 | 10/2017 |
| Kpm Cpas | Springfield | MO | 01/2012 | 10/2017 |
| Bush, Ramlow And Shore Pc Dba Brs Cpa'S And Advisors | Springfield | MO | 11/2017 | Present |
| Brs Wealth Management | Springfield | MO | 11/2017 | Present |
1) NAME OF OTHER BUSINESS: BUSH, RAMLOW AND SHORE PC DBA BRS CPA'S AND ADVISORS; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES; START DATE: 11/2017; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX AND ACCOUNTING SERVICES; 2) NAME OF OTHER BUSINESS: BRS WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT / FINANCIAL SEVICES; START DATE: 11/2017; POSITION/TITLE/RELATIONSHIP: OWNER / ADVISOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, DISCUSS FINANCIAL SITUATION WITH CLIENTS, IMPLEMENT STRATEGY, ON-GOING REVIEWS; 3) NAME OF OTHER BUSINESS: BRS CPA'S; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA; START DATE: 12/2017; POSITION/TITLE/RELATIONSHIP: LIMITED POA; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-10-18 |
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