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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-21 |
Branch Locations
1800 West Park Dr Ste 150, Westborough, MA 01581 • United States
Millis, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | St Cloud | MN | 07/2014 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) CCR WEALTH MANAGEMENT LLC, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, WEALTH MANAGEMENT, START JULY 2014, 40 HOURS PER WEEK -DURING TRADING HOURS, FINANCIAL PLANNING - CLIENT SERVICES ; (2) NAME OF OTHER BUSINESS: CHARLES RIVER DRESSAGE ASSOCIATION ; INVESTMENT RELATED: NO ; ADDRESS: 4 JADE WALK, MEDFIELD, MA 02052 ; NATURE OF BUSINESS: NON-PROFIT EQUESTRIAN CLUB ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: TREASURER ; APX NUMBER OF HOURS PER WEEK: 5-10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5-10 ; BRIEF DESCRIPTION OF DUTIES: OVERALL RESPONSIBILITY FOR FINANCIAL RECORD KEEPING ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-19 |
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