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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED | 2026-04-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 04/2016 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: SANDCASTLE WEALTH BUILDERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2026 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES 2. NAME OF OTHER BUSINESS: ROTARY CLUB OF PLAINWELL INVESTMENT RELATED: NO ADDRESS: 102 N MAIN ST, PLAINWELL MI NATURE OF BUSINESS: ROTARY CLUB START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: FOUNDATION CHAIR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: ENCOURAGE MEMBERS TO CONTRIBUTE TO THE ROTARY INTERNATIONAL FOUNDATION 3. NAME OF OTHER BUSINESS: WMT FOUR C'S PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: COLLECT RENTS, PAY BILLS ENSURE BUILDING IS HABITABLE 4. NAME OF OTHER BUSINESS: WEST COLUMBIA PROPERTIES INVESTMENT RELATED: NO ADDRESS: BATTLE CREEK, MI NATURE OF BUSINESS: COMMERCIAL PROPERTY START DATE: 09/2017 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: FIND TENANTS 5. NAME OF OTHER BUSINESS: SL SANDLYON PROPERTIES INVESTMENT RELATED: NO ADDRESS: PLAINWELL, MI NATURE OF BUSINESS: COMMERICAL AND RESDENTIAL PROPERTIES START DATE: 08/2012 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: COLLECT RENTS PAY BILLS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-11-07 |
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