Best Investors Account Sign in
Claim This Profile
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2014-12-12
  • KY RA
    APPROVED
    Since 2014-12-12

Branch Locations

2660 West Park Drive, Paducah, KY 42001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Blythe, White & Associates, Pllc Paducah KY 08/2014 08/2018
Cetera Financial Specialists Llc Schaumburg IL 08/2014 Present
Cetera Investment Advisers Llc Schaumburg IL 12/2014 Present
Blythe Cpas, Llc Dba Blythe Cpas & Advisors Paducah KY 08/2018 Present
  • 08/2014 → 08/2018
    Blythe, White & Associates, Pllc
    Paducah, KY
  • 08/2014 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 12/2014 → Present
    Schaumburg, IL
  • 08/2018 → Present
    Blythe Cpas, Llc Dba Blythe Cpas & Advisors
    Paducah, KY
Other Businesses

1) NAME OF OTHER BUSINESS: BLYTHE INVESTMENT ADVISORS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISOR; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) NAME OF OTHER BUSINESS: BLYTHE CPAS LLC DBA BLYTHE CPAS & ADVISORS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ACCOUNTING, ASSURANCE, TAX AND CONSULTING SERVICES ; START DATE: 07/2019 ; POSITION/TITLE/RELATIONSHIP: CFP / CO-OWNER ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; BRIEF DESCRIPTION OF DUTIES: MANAGE FIRM ACCOUNTING, HR, OPERATIONS AND IT. PERIODICALLY PROVIDE CONSULTING SERVICES TO CLIENTS 3) NAME OF OTHER BUSINESS: TRUSTEE ON VARIOUS TRUSTS FOR CPA CLIENTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TRUSTEE; START DATE: 1/2024; POSITION/TITLE/RELATIONSHIP: TRUSTEE; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: SERVE AS TRUSTEE FOR VARIOUS TRUSTS FOR 2 LONG TIME CPA FIRM CLIENTS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-12-10
  • S66 Uniform Combined State Law Examination
    2014-12-10
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Paducah, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor