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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2022-02-08 |
| OR | RA | APPROVED | 2022-02-07 |
Branch Locations
1437 Sw Columbia St., Portland, OR 97201 • United States
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • 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 |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | 01/2022 |
| Csnw Benefits (An Alera Group Company) | Portland | OR | 06/2005 | Present |
| Alera Investment Advisors | Deerfield | IL | 01/2022 | Present |
| Triad Advisors, Llc | Norcross | GA | 01/2022 | Present |
Own investment real estate held in three LLC's CSNW Properties LLC CTODTO Properties LLC Terri Lee Apartments LLC
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-29 |
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