Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2023-06-29
PA RA APPROVED 2023-06-29
TX RA APPROVED 2023-06-29
  • NM RA
    APPROVED
    Since 2023-06-29
  • PA RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED
    Since 2023-06-29

Branch Locations

54 E Oakland Ave, Doylestown, PA 18901 • United States

2201 San Pedro Dr Ne Bldg 25, Albuquerque, NM 87110 • United States

7770 Jefferson St Ne Suite 405, Albuquerque, NM 87109 • United States

Doylestown, PA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cetera Wealth Services, Llc El Segundo CA 01/2013 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Other Businesses

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: 9/2022 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 LIFE, DISABILITY AND LONG-TERM CARE; 2) NAME OF OTHER BUSINESS: ALTUS WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: COLUMBIA, SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES & FINANCIAL COACHING FOR WIDOWS & DIVORCEES START DATE: 3/2017 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR & COUNSELOR BRIEF DESCRIPTION OF DUTIES: DBA FOR ADVISING & COUNSELING 3) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: 419 12TH ST NW, ALBUQUERQUE NM 87102 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 01/2011 ; POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: OWNER OF RENTAL HOME ; 4) NAME OF OTHER BUSINESS: 920 LOMAS NW LLC; INVESTMENT RELATED: NO; ADDRESS: 920 LOMAS BLVD NW ALBUQUERQUE, MN 87102; NATURE OF BUSINESS: REAL ESTATE; START DATE: 03/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK:5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: OFFICE BUILDING TO HOURSE FUTURE OFFICE SPACE;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-12
S63 Uniform Securities Agent State Law Examination 1996-02-20
  • S66 Uniform Combined State Law Examination
    2007-11-12
  • S63 Uniform Securities Agent State Law Examination
    1996-02-20
Other Names
  • Majdah Mary Alquhtani
  • Majdah Mary Al-Quhtani
  • Majdah M Dphrepaulezz

View on SEC IAPD

More in Doylestown, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor