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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2015-09-17 |
Branch Locations
1843 Hicks Road Suite A, Rolling Meadows, IL 60008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cbc Tax & Accounting | Rolling Meadows | IL | 06/1997 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2015 | Present |
1) CBC TAX & ACCOUNTING; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; TAX & ACCOUNTING SERVICES; START 06/1997; 40 HOURS/WEEK DURING TRADING HOURS; TAX PREPARATION AND PLANNING 2) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL ADDRESS NATURE OF BUSINESS: SELLING COLLECTIBLES ON EBAY START DATE: 10/2014 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: ALL ROLES 3)NAME OF OTHER BUSINESS: CUT IL TAXES NOW; INVESTMENT RELATED: NO; ADDRESS: 1843 HICKS RD SUITE A, ROLLING MEADOWS, IL 60008; NATURE OF BUSINESS: NOT FOR PROFIT / PROMOTE LOWER IL TAX MESSAGES; START DATE: 10/2019; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1-5; APX NUMBER OF HOURS DURING TRADING HOURS: 1-5; BRIEF DESCRIPTION OF DUTIES: MAKE BANK DEPSOITS, PAY VENDORS, SIGNING CHECKS; 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 12/2021, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-15 |
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