Katie-Lee Kallin

Current Employers

Employment History

• 01/2013 → Present
  Cetera Advisors Llc
  Denver, CO
• 11/2019 → Present
  Illuminative Inc
  Jupiter, FL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2009-09-18 → 2011-03-23
  Lpl Financial Llc
  Marlborough, MA
  Fort Mill, SC
• 2008-01-31 → 2009-09-16
  Cetera Wealth Services, Llc
  Marlborough, MA

Other Businesses

1) CCR WEALTH MANAGEMENT, LLC..START DATE 4/18/11..WWW.CCRWEALTH.COM; SAME AS REGISTERED LOCATION; 40 HRS PER WK..FINANCIAL PLANNING, INVESTMENTS, MANAGED ACCOUNTS, RETIREMENT PLANS...CLIENT SERVICES ASSOCIATE..ANSWER PHONES, ANSWER CLIENT QUESTIONS, ASSIST REGISTERED REPS, CUSTOMER SERVICE. 2) NAME OF OTHER BUSINESS: NOTARY PUBLIC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: NOTARY PUBLIC; START DATE: 05/2019; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: NOTARY PUBLIC; 3) NAME OF OTHER BUSINESS: RSCAT LIFESTYLE; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: TIKTOK/YOUTUBE; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: CONTENT CREATOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: SHORT VIDEOS WITH TIPS ON A PERSONAL WEIGHTLOSS JOURNEY, HEALTH, FITNESS, GIRL MOM, & OLDER MOM TOPICS;

Exams

• S66 Uniform Combined State Law Examination
  2007-12-29

Other Names

• Kate Azier
• Katie Azier
• Katie-Lee Azier