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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| NC | RA | APPROVED | 2020-05-05 |
Branch Locations
5200 77 Center Drive Suite 210, Charlotte, NC 28217 • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 05/2018 | 03/2020 |
| Massmutual | Charlotte | NC | 07/2016 | 11/2016 |
| Unemployed | Charlotte | NC | 12/2016 | 05/2018 |
| Cetera Investment Advisers Llc | Charlotte | NC | 04/2020 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2020 | Present |
1) MONROE ROAD ADVOCATES, BOARD MEMBER, BUSINESS OUTREACH RAISING AWARENESS OF COMMUNITY ACTIVITIES 2) RAINBOW FOSTER NETWORK, EXECUTIVE COMMITTEE LEAD, COORDINATE GROUP DEVELOPMENT & SUPPORT ACTIVITIES 3) ADJUNCT INSTRUCTOR FOR AMERICAN COLLEGE; 1-2 HRS/WK 4) ADJUNCT PROFESSOR FOR AMERICAN COLLEGE; TEACHING CHARTERED LIFE UNDERWRITER; 1-2 HRS/WK 5) ACADEMIC ADVISING FOR RISK & INSURANCE EDUCATION ALLIANCE, ACADEMIC DIRECTOR FOR LIFE & HEALTH, REVIEW & UPDATE TEXTBOOKS, PRESENTATIONS AND OTHER STUDENT LEARNING GUIDE, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-15 |
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