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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_RES | 2024-07-08 |
| CA | RA | APPROVED | 2022-10-18 |
Branch Locations
3 disclosure categories 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 |
|---|---|---|---|---|
| Citigroup | Mill Valley | CA | 12/2015 | 01/2019 |
| Jd Mellberg Financial | Tucson | AZ | 01/2020 | 05/2021 |
| Secure Investment Management | Tucson | AZ | 01/2020 | 05/2021 |
| Asian Community Mental Health Board | Oakland | CA | 01/2019 | 12/2019 |
| Miaah (Multicultural Integrated And Accessible Healthcare) | San Francisco | CA | 01/2019 | 05/2021 |
| Mutual Of Omaha Investor Services | Sacramento | CA | 06/2021 | Present |
| Mutual Of Omaha Insurance Company | Sacramento | CA | 06/2021 | Present |
| Meriwest Wealth Advisors | San Jose | CA | 10/2022 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 10/2022 | Present |
| Cetera Investment Advisers Llc | San Jose | CA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-30 |
| S66 | Uniform Combined State Law Examination | 2004-07-19 |
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