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156 Diablo Road Suite 320, Danville, CA 94526 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-09-10 |
| CA | RA | APPROVED | 1999-06-18 |
Branch Locations
156 Diablo Road Suite 320, Danville, CA 94526 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | 04/2026 |
| The Pacific Center For Financial Services | San Ramon | CA | 12/1997 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2026 |
1) LIFE, HEALTH, LONG TERM CARE INSURANCE SALES AS COMPONENT OF INVESTMENT/ADVISORY BUSINESS; 2) NAME OF OTHER BUSINESS: MICKI RAINEY SCHOLARSHIP FUND, INVESTMENT RELATED: NO, ADDRESS: MARTINEZ, CA, NATURE OF BUSINESS: SCHOLARSHIP FUND, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR; 3. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 719 GRANDVIEW DR. MARTINEZ CA 94563 NATURE OF BUSINESS: RENTAL PROPERTY START DATE: 10/2016 ; POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: DUPLEX RENTAL PROPERTY ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-24 |
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