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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-28
  • PA RA
    APPROVED
    Since 2025-03-28

Branch Locations

Philadelphia, PA • United States

2301 Rosecrans Ave #5100, El Segundo, CA 90245 • 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
Unemployed Philadelphia PA 08/2016 12/2016
Cetera Advisor Networks Llc El Segundo CA 01/2017 04/2022
Domina Bulla Philadelphia PA 03/2018 Present
Total Wine Cherry Hill NJ 03/2018 07/2019
Pinot Boutique Philadelphia PA 05/2017 03/2018
Jesse Creek Winery Cape May Court House NJ 05/2021 05/2022
Grove Point Investment, Llc Rockville MD 04/2022 02/2025
Grove Point Advisors, Llc Rockville MD 04/2022 02/2025
Cetera Wealth Services, Llc El Segundo CA 03/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2025 Present
  • 08/2016 → 12/2016
    Unemployed
    Philadelphia, PA
  • 01/2017 → 04/2022
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 03/2018 → Present
    Domina Bulla
    Philadelphia, PA
  • 03/2018 → 07/2019
    Total Wine
    Cherry Hill, NJ
  • 05/2017 → 03/2018
    Pinot Boutique
    Philadelphia, PA
  • 05/2021 → 05/2022
    Jesse Creek Winery
    Cape May Court House, NJ
  • 04/2022 → 02/2025
    Grove Point Investment, Llc
    Rockville, MD
  • 04/2022 → 02/2025
    Grove Point Advisors, Llc
    Rockville, MD
  • 03/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 03/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2022-04-19 → 2025-02-28
    Grove Point Advisors, Llc
    Philadelphia, PA
    Rockville, MD
  • 2017-01-31 → 2022-04-20
    Cetera Wealth Services, Llc
    El Segundo, CA
    Philadelphia, PA
  • 2015-10-12 → 2016-04-11
    Investment Professionals, Inc.
    San Antonio, TX
  • 2011-06-13 → 2015-10-05
    Next Financial Group, Inc.
    Houston, TX
    Philadelphia, PA
  • 2007-12-21 → 2011-06-07
    Questar Asset Management, Inc.
    Voorhees, NJ
  • 2006-06-29 → 2007-03-27
    Questar Asset Management, Inc.
    Voorhees, NJ
Other Businesses

1. NAME OF OTHER BUSINESS: DOMINA BULLA INVESTMENT RELATED: NO ADDRESS: 2922 S JUNIPER ST PHILADELPHIA, PA NATURE OF BUSINESS: WINE EDUCATION START DATE: 03/2018 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: WINE TEACHER - TEACH SMALL CLASSES ABOUT WINE

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-01-27
S63 Uniform Securities Agent State Law Examination 2004-12-11
  • S65 Uniform Investment Adviser Law Examination
    2006-01-27
  • S63 Uniform Securities Agent State Law Examination
    2004-12-11
Other Names
  • Denise M Clarke
  • Denise M Mcgee
  • Denise Marie Clarke

View on SEC IAPD

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