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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 | 2026-01-15 |
| FL | RA | APPROVED | 2026-01-15 |
Branch Locations
Lighthouse Point, FL • United States
4000 Mac Arthur Blvd, Suite 1050, Newport Beach, CA 92660 • 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 | 03/2023 | Present |
1.VARIOUS INSURANCE COMPANIES, INSURANCE FIXED INSURANCE - LIFE, HEALTH AND DISABILITY. 2. NAME OF OTHER BUSINESS: HUB INTERNATIONAL INVESTMENT RELATED: YES ADDRESS: 4695 MACARTHUR COURT. NEWPORT BEACH, CA 92660 NATURE OF BUSINESS: EMPLOYEE BENEFITS & INSURANCE CONSULTING START DATE: 12/30/15 POSITION/TITLE/RELATIONSHIP: SR. VICE PRESIDENT APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDING SERVICES TO 401(K) EMPLOYEE BENEFITS CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-11 |
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