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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2023-06-29 |
Branch Locations
10150 W National Ave Ste 325, West Allis, WI 53227 • United States
2 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 |
|---|---|---|---|---|
| Aviva Life And Annuity Co. | Wauwatosa | WI | 07/2006 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Central Financial Services | West Allis | WI | 01/1996 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LTC 2) NAME OF OTHER BUSINESS: CENTRAL FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FINANCIAL SERVICES; START DATE: 1/1996 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-09 |
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