Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2023-08-10
TX RA APPROVED_RES 2023-08-10
  • CO RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10

Branch Locations

7222 Commerce Ctr Dr Ste 108, Colorado Springs, CO 80919 • United States

Colorado Springs, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
T. Rowe Price Investment Services, Inc Colorado Springs CO 09/2005 01/2022
Steadfast Wealth Co Colorado Springs CO 01/2022 Present
Securian Financial Services Saint Paul MN 01/2022 08/2023
Cetera Wealth Services, Llc Colorado Springs CO 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
Everoak Wealth Co Colorado Springs CO 01/2022 Present
  • 09/2005 → 01/2022
    T. Rowe Price Investment Services, Inc
    Colorado Springs, CO
  • 01/2022 → Present
    Steadfast Wealth Co
    Colorado Springs, CO
  • 01/2022 → 08/2023
    Securian Financial Services
    Saint Paul, MN
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Colorado Springs, CO
  • 08/2023 → Present
    Schaumburg, IL
  • 01/2022 → Present
    Everoak Wealth Co
    Colorado Springs, CO
Previous Registrations
  • 2022-01-19 → 2023-08-10
    Securian Financial Services, Inc.
    Colorado Springs, CO
    St. Paul, MN
  • 2008-11-21 → 2022-01-10
    Colorado Springs, CO
    Colorado Springs, CO
    Colorado Springs, CO
Other Businesses

1. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTIES; START DATE: 6/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: OWNER OF REAL ESTATE USED AS A RENTAL PROPERTY; 2. NAME OF OTHER BUSINESS: EVEROAK WEALTH CO, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2022, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-20
S63 Uniform Securities Agent State Law Examination 2007-03-02
  • S66 Uniform Combined State Law Examination
    2007-12-20
  • S63 Uniform Securities Agent State Law Examination
    2007-03-02
Other Names
  • Josh Schneider

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Colorado Springs, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor