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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-20 |
| IA | RA | APPROVED | 2025-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian | Clive | IA | 09/2009 | 09/2024 |
| Park Ave Securities | Clive | IA | 09/2009 | 09/2024 |
| Guardian Life Insurance Company | Polk City | NY | 06/2024 | 09/2024 |
| Park Avenue Securities | Polk City | IA | 06/2024 | 09/2024 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2024 | Present |
| Merkley Wealth Associates | Polk City | IL | 07/2024 | Present |
1) MERKLEY WEALTH ASSOCIATES, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, INVESTMENT RELATED DBA, SOLE OWNER, 40H/WEEK, 40H/WEEK DURING TRADING HOURS, SINCE 07/2008. 2) WOMAN OF WORTH LLC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, OWNER, SOLE MEMBER, WOMEN BUSINESS OWNER NETWORKING GROUP, 2H/WEEK, SINCE 01/2008. 3) FIXED INSURANCE, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, SALES OF LIFE INSURANCE, FIXED ANNUITIES, DISABILITY INSURANCE, SINCE 01/1991, 2H/WEEK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-22 |
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