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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Priority Wealth Management Llc | Poughkeepsie | NY | 01/2014 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 12/18/2013, <1HR/WK (TRADING HOURS), INSURANCE AGENT - SELLS LIFE, ANNUITIES, AND LONG-TERM CARE; (2) NAME OF OTHER BUSINESS: PRIORITY WEALTH MANAGEMENT LLC, INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED ADDRESS ; NATURE OF BUSINESS : FINANCIAL SERVICES AND INSURANCE SALES ; START DATE: 12/2013 ; POSITION/ TITLE/ RELATIONSHIP: OWNER / REGISTERED REPRESENTATIVE ; APX # OF HOURS PER WEEK: 40 ; APX # OF HOURS PER WEEK DURING TRADING HOURS : 32.5 ; DUTIES: INVESTMENT SERVICES AND FIXED INSURANCE SALES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-21 |
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