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10940 Ne 33Rd Place, Suite 210, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-30 |
| WA | RA | APPROVED | 2014-03-27 |
Branch Locations
10940 Ne 33Rd Place, Suite 210, Bellevue, WA 98004 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2013 | 12/2025 |
| Fulcrum Wealth Advisors, Llc | Bellevue | WA | 11/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 12/2025 |
FIXED INSURANCE PRODUCER LICENSED WITH VARIOUS COMPANIES SELLING LIFE, DISABILITY, ANNUITIES AND LONG TERM CARE INSURANCE; NOT INVESTMENT RELATED; LOCATION SAME MAIN LOCATION; STARTED 08/2013; TIME SPENT ON THIS ACTIVITY IS APPROX 5%, SOME DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-26 |
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