Best Investors Account Sign in
Claim This Profile
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2026-04-22
  • MI RA
    APPROVED
    Since 2026-04-22

Branch Locations

740 Laurence Ave, Jackson, MI 49202 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Jackson MI 07/1993 03/2020
Ameriprise Financial Services, Llc Jackson MI 03/2020 04/2025
Commonwealth Financial Network Waltham MA 04/2025 04/2026
Honeycomb Wealth Advisors Jackson MI 04/2025 Present
Cushard Holdings Llc Jackson MI 02/2026 Present
740 Laurence Ave Jackson MI 04/2026 Present
Cetera Wealth Services, Llc El Segundo CA 04/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 04/2026 Present
Allegiant Wealth Strategies Battle Creek MI 08/2026 Present
  • 07/1993 → 03/2020
    Ameriprise Financial Services, Inc.
    Jackson, MI
  • 03/2020 → 04/2025
    Jackson, MI
  • 04/2025 → 04/2026
    Waltham, MA
  • 04/2025 → Present
    Honeycomb Wealth Advisors
    Jackson, MI
  • 02/2026 → Present
    Cushard Holdings Llc
    Jackson, MI
  • 04/2026 → Present
    740 Laurence Ave
    Jackson, MI
  • 04/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2026 → Present
    Schaumburg, IL
  • 08/2026 → Present
    Allegiant Wealth Strategies
    Battle Creek, MI
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: HONEYCOMB WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I OPERATE A WEALTH ADVISORY PRACTICE 2. NAME OF OTHER BUSINESS: CUSHARD HOLDINGS LLC INVESTMENT RELATED: NO ADDRESS: CHELSEA, MI NATURE OF BUSINESS: REAL ESTATE LLC START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: OWNER / AGENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGE A RENTAL PROPERTY 3. NAME OF OTHER BUSINESS: 740 LAURENCE AVE INVESTMENT RELATED: NO ADDRESS: JACKSON, MI NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY; 4. NAME OF OTHER BUSINESS: ALLEGIANT WEALTH STRATEGIES; INVESTMENT RELATED: YES, ADDRESS: 927 WEST COLUMBIA AVE, SUITE A, BATTLE CREEK, MI 49015, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 10, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-07-15
S63 Uniform Securities Agent State Law Examination 1994-11-15
  • S66 Uniform Combined State Law Examination
    2010-07-15
  • S63 Uniform Securities Agent State Law Examination
    1994-11-15
Designations
Other Names
  • Dave Cushard
  • David L Cushard

View on SEC IAPD

More in Jackson, MI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor