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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2014-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-10 |
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