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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2005-06-14 |
Branch Locations
10632 Little Patuxen Pkwy Suite 326, Columbia, MD 21044 • 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 |
|---|---|---|---|---|
| Dept Of Health And Human Services | Baltimore | MD | 08/1997 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2005 | Present |
| Jeff Cohen Cpa, Llc | Columbia | MD | 01/2005 | Present |
1)DEPT. OF HEALTH AND HUMAN SERVICES; BALTIMORE, MD; AUDIT MANGER; SINCE 08/1997; 40 HRS/WEEK; AUDITS OF MEDICAID FOR THE FEDERAL GOVERNMENT: 2) JEFF COHEN CPA, LLC;COLUMBIA, MO; SOLE PROPRIETOR/TAX PRACTICE; SINCE 01/2005; 30 HRS/WEEK; TAX PREP:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-04-11 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-17 |
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