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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED_RES | 2026-05-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 03/2007 | 05/2026 |
| Canyon Financial Group | Portland | OR | 03/2007 | 02/2022 |
| Vesta Fortuna Partners Llc | Portland | MA | 02/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
1. NAME OF OTHER BUSINESS: VESTA FORTUNA PARTNERS LLC DBA VESTA FORTUNA WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: FOUNDER/ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: OVERSEE ALL ADMINISTRATIVE FUNCTIONS OF OWNING A BUSINESS. OVERSEE EMPLOYEE RELATIONSHIPS. ADVISOR ON ALL ACCOUNTS; 2. NAME OF OTHER BUSINESS: THE CANYON GROUP LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PROPERTY MANAGEMENT FOR OFFICE BUILDING HOUSING VESTA START DATE: 04/2005; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MANAGE OFFICE PROPERTY; 3. NAME OF OTHER BUSINESS: KNIGHTS OF COLUMBUS; INVESTMENT RELATED: NO; ADDRESS: 13715 SW WALKER RD, BEAVERTON, OR 97005; NATURE OF BUSINESS: CHARITABLE COMMUNITY GROUP; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: GRAND KNIGHT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: LEAD MEETINGS FOR HOLY TRINITY'S KNIGHTS MEN'S GROUP. COORDINATE ACTIVITIES AND VOLUNTEER TIME;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-10 |
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