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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Latitude Wealth Management, Llc Dba Latitude Wealth Management, | Honolulu | HI | 07/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED: NO ADDRESS: SAME AS BRANCH NATURE OF BUSINESS: INSURANCE POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE START DATE: APPROX. NUMBER OF HOURS PER MONTH: APPROX. NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: SELLS, LIFE, ANNUITIES AND LONG TERM CARE INSURANCE 2. NAME OF OTHER BUSINESS: LATITUDE WEALTH MANAGEMENT, LLC DBA LATITUDE WEALTH MANAGEMENT, LLC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/15/2016 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. 3. NAME OF OTHER BUSINESS: REAL ESTATE RENTAL; INVESTMENT RELATED: NO; ADDRESS: 7000 HAWAII KAI DR. APT 2402 HONOLULU, HI 96825; NATURE OF BUSINESS: REAL ESTATE; START DATE: 5/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: APARTMENT RENTAL; 4. NAME OF OTHER BUSINESS: LATITUDE WEALTH ENTERPRISE, LLC ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE HOLDING COMPANY; START DATE: 1/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDING COMPANY, FILING AND PAYING TAXES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-19 |
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