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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Grants Pass | OR | 07/2016 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Hurley World Wide Llc | Grants Pass | OR | 10/2024 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2022 APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, FIXED ANNUITIES AND LONG-TERM CARE; 2) NAME OF ENTITY: Hurley Associates, Inc.; Yes; 1541 NE F Street; Grants Pass; OR; 97526; Financial Services/Dba; Owner; 11/1/2020; 160; 100; Sell and Service Insurance, Securities and Investment Portfolios, Insurance and Risk Management Planning| 3) NAME OF OTHER BUSINESS: HURLEY ORGANIC TEAS-HOT TEAS; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: AGRICULTURE; START DATE: 10/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 15 ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: GROWER, MAINTENANCE, OPERATIONS FOR HARVEST OF PLANTS TO PROCESS INTO TEA; 4) NAME OF OTHER BUSINESS: HURLEY WORLD WIDE LLC; INVESTMENT RELATED: NO; ADDRESS: 831 NE 7TH ST, GRANTS PASS, OR 97526; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 10/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEASING AN OFFICE BUILDING BACK TO MY FINANCIAL PRACTICE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-15 |
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