Kurt Ross Opella

Current Employers

Employment History

• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2019 → Present
  Rankin Financial Network, Llc, Dba Landmark Financial
  Dallas, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

(1) NAME OF OTHER BUSINESS: FINANCIAL NETWORK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES POSITION/TITLE/RELATIONSHIP: AFFILIATED PERSON START DATE: 01/02/2013 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES (2) NAME OF OTHER BUSINESS: RAINBOW DAYS; INVESTMENT RELATED: NO; ADDRESS: 8150 N. CENTRAL EXPRESSWAY SUITE M1003, DALLAS, TX 75206; NATURE OF BUSINESS: SUPPORTING HOMELESS CHILDREN IN NORTH TEXAS; START DATE: 07/2008; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: REVIEW MONTHLY P & L; (3) NAME OF OTHER BUSINESS: RANKIN FINANCIAL NETWORK LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 12/1996; POSITION/TITLE/RELATIONSHIP: OWNER / OSJ MANAGER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (4) NAME OF OTHER BUSINESS: RANKIN FINANCIAL NETWORK, LLC, DBA LANDMARK FINANCIAL, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2009, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES (5) NAME OF OTHER BUSINESS: RAINBOW DAYS, INVESTMENT RELATED: NO, ADDRESS: 8150 N CENTRAL EXPRESSWAY, SUITE M 1003, DALLAS, TX, 75206, NATURE OF BUSINESS: NON-PROFIT, START DATE: 02/2020, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 3. NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSIST IN THE STRATEGIC PLANNING OF THE ORGANIZATION (6) NAME OF OTHER BUSINESS: PINE FOREST PROPERTIES LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: ORGANIC FARMING ; START DATE: 08/2019 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: LLC ESTABLISHED FOR TAX PURPOSES ;

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-03
• S63 Uniform Securities Agent State Law Examination
  1994-03-01