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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-29 |
Branch Locations
95 Glastonbury Blvd, Suite 210, Glastonbury, CT 06033 • United States
Niantic, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reed Financial Planning Services, Llc | Glastonbury | CT | 06/2019 | Present |
| Integrated Financial Partners | Glastonbury | CT | 10/2005 | 06/2019 |
| Cetera Advisor Networks | El Segundo | CA | 06/2021 | 04/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: REED FINANCIAL PLANNING SERVICES, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 06/2019 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE MANAGER APX NUMBER OF HOURS PER WEEK: 35 APX NUMBER OF HOURS DURING TRADING HOURS: 6.5 BRIEF DESCRIPTION OF DUTIES: CLIENT SERVICE MANAGER 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 03/2024; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-03 |
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