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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
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 |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Wealth Health Llc | Avon | OH | 12/2011 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) WEALTH HEALTH LLC, START 12/20/2011, FIXED INSURANCE AND SECURITIES BUSINESS, TAX AND WEALTH ADVISOR. (2) GAULT LEGAL GROUP LLC, START 2006, 35715 DETROIT ROAD AVON OH 44011-USA, ESTATE PLANNING SERVICES. (3) WEALTH HEALTH TAX,LLC, START 2006, TAX SERVICE AND PREPERATIONS, 5296 STATE RD OH 44134, STARTED 4/2017. (4) GAULT PROPERTIES, LLC, 35651 DETROIT RD, AVON, OH, 44011, START 01/04/2013, RENTAL PROPERTY, OWNER, 1HR/WK, RENTAL INCOME. (5) NAME OF OTHER BUSINESS: FRENCH CREEK FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: PO BOX 111, AVON, OH 44011; NATURE OF BUSINESS: NON PROFIT; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: ORGANIZING AND RUNNING MONTHLY MEETINGS AND PROMOTING THE ORGANIZATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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