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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-21 |
Branch Locations
400 First St S Suite 300, St Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 03/2016 | 05/2025 |
| Lpl Financial Llc | San Diego | CA | 05/2025 | 11/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 11/2025 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 11/2025 | Present |
OWNER OF TWO RENTAL PROPERTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-31 |
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