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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-21 |
Branch Locations
1800 West Park Dr Ste 150, Westborough, MA 01581 • United States
Marlboro, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) CCR WEALTH MANAGEMENT,SAME AS REGISTERED LOCATION, 40HR/WK, RPE, DBA NAME FOR FINANCIAL SERVICES (2) NAME OF OTHER BUSINESS: #84 TERRACEHOUSE, SNOWMASS ; INVESTMENT RELATED: NO ; ADDRESS: CAMPGROUND LANE SNOWMASS VILLAGE, CO 81615 ; NATURE OF BUSINESS: VACATION RENTAL ; START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: CO-OWNER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: VACATION RENTAL ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-15 |
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