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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 | 2018-11-15 |
Branch Locations
3735 Sunset Cliff, San Antonio, TX 78261 • United States
45 Ne Loop 410 Ste 500, San Antonio, TX 78216 • United States
San Antonio, TX • United States
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 |
|---|---|---|---|---|
| Lpl Financial Llc | San Antonio | TX | 05/2008 | 11/2018 |
| Cetera Investment Advisers Llc | San Antonio | TX | 11/2018 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 11/2018 | Present |
1) 100% OWNER/PRESIDENT OF NEYLAND WEALTH MANAGEMENT (S CORP); PASS THROUGH COMPANY FOR CETERA INVESTMENT SERVICES BUSINESS 2) 100% OWNER/PRESIDENT OF LONG ISLAND BUILDING SYSTEMS, INC, COMMERCIAL CONSTRUCTION CO., 4HRS WK, NOT INVESTMENT RELATED; NO SECURITIES CLIENTS" 3) OWNER OF WMA: RETIREMENT AND PRIVATE WEALTH; DBA FOR CETERA BUSINESS 4) OWNER OF RENTAL PROPERTY; PRESIDENT OF NY LAND CONSTRUCTION MANAGEMENT & DEVELOPMENT LLC; CO-OWNED WITH SPOUSE; OVERSEEING OPERATIONS; BUYING HOMES, LAND, AND PROPERTY. 5) CO-OWNER OF GROUP HEALTH SOLUTIONS; SALE OF GROUP HEALTH AND DISABILITY INSURANCE TO BUSINESS OWNERS; 2 HRS/WK. 6) OWNER, PARTNER, AND MEMBER OF WM ADVISORS; DBA FOR CETERA BUSINESS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-09 |
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