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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 | 2020-11-12 |
Branch Locations
5925 Silver Springs Ste B, El Paso, TX 79912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 10/2012 | 09/2022 |
| First Allied Advisory Services, Inc. | San Diego | CA | 10/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | El Paso, | TX | 09/2022 | Present |
| Gentry Partners Wealth Management, Llc | El Paso | TX | 05/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1. MILNER CARBALLO LLC; OWNER/MEMBER; HOLDING CO OR TAX/BILL PAYMENT ENTITY; START DATE: 5/1/2019; 160 HOURS PER MONTH. 2. DEVELOPMENT PROJECT; PARTNER; REAL ESTATE (AGENT/BROKER/DEVELOPER); START DATE 07/01/2022; 20 HOURS PER MONTH. 3. NAME OF OTHER BUSINESS: GENTRY PARTNERS WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2024; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER/ FINANCIAL PROFESSIONAL; 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: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/1993; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-01 |
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