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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 | 2025-07-22 |
| CA | RA | APPROVED | 2013-01-25 |
Branch Locations
North Tustin, CA • United States
5101 E La Palma Ave Suite 100B, Anaheim Hills, CA 92807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists | Schaumburg | IL | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2013 | Present |
| Petersen International Underwriters | Valencia | CA | 11/2022 | Present |
| Foresight Wealth | Anaheim Hills | CA | 01/2025 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2022 APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS DISABILITY; 2) NAME OF OTHER BUSINESS: PETERSEN INTERNATIONAL UNDERWRITERS ; INVESTMENT RELATED: YES; ADDRESS: 23929 VALENCIA BLVD VALENCIA, CA 91355; NATURE OF BUSINESS: DISABILITY INSURANCE; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DISABILITY INSURANCE; 3) NAME OF OTHER BUSINESS: FORESIGHT WEALTH, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-13 |
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