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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| FL | RA | APPROVED | 2014-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | New Port Richey | FL | 01/2013 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2013 | Present |
| Cetera Investment Advisors Llc | Saint Cloud | MN | 01/2014 | Present |
1.)PRESIDENT AT REST ETERNAL MISSION INC; RESIDE OVER BOARD MEETINGS, SET AGENDAS, PROVIDE DIRECTION, OVERSEE VOLUNTEER COORDINATION, ENSURE COMPLIANCE, PROMOTE THE MISSION; 5 HRS/WK. 2.) CO-OWNER AND PRESIDENT OF HB HOME PROPERTY LLC; OWN PROPERTY FOR FAMILY MEMBERS; ASSIST VP WITH BUYING, OWNING, AND SELLING PROPERTIES; OWNED WITH SPOUSE. 3.) ONLINE TRAVEL ADVISOR FOR INTELE TRAVEL, 1/HR/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-17 |
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