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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-01-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sides Financial Strategies, Inc. | Irmo | SC | 01/2009 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 09/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1. NAME OF OTHER BUSINESS: SIDES FINANCIAL STRATEGIES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: RETIREMENT PLANNING SERVICES; START DATE: 01/2008; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE SPECIALIST; APX NUMBER OF HOURS PER WEEK: 36; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PROVIDE CUSTOMER SERVICE TO ALL CLIENTS AND ASSIST REPS IN OFFICE IN PREPARATION OF CLIENT REVIEWS, ACCOUNT OPENINGS, AND OTHER SERVICE NEEDS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-13 |
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