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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 | 2025-01-01 |
Branch Locations
655 W Broadway 12Th Fl 12Th Floor, San Diego, CA 92101 • United States
266 Daisy Avenue Apt H, Imperial Beach, CA 91932 • 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 |
|---|---|---|---|---|
| Kms Financial Services, Inc. | Seattle | WA | 08/2016 | 10/2016 |
| Carlin Financial Services | Tucson | AZ | 04/2016 | 10/2016 |
| Apple One (Intuit Contract) | Tucson | AZ | 12/2016 | 05/2017 |
| Ameriprise Financial Services, Inc | San Diego | CA | 06/2017 | 09/2017 |
| First Allied Securities, Inc. (Fasi) | San Diego | CA | 11/2018 | 09/2022 |
| First Allied Advisory Services, Inc. | San Diego | CA | 11/2018 | 11/2020 |
| Unemployed | Imperial Beach | CA | 10/2017 | 11/2018 |
| Cetera Advisors Llc | Denver | CO | 11/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2022 | Present |
1.) The Coronado Alano Club; Board Member; Non-profit organization; Start date 08/01/2019; 4 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-24 |
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