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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-23 |
| IL | RA | APPROVED | 2010-05-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2009 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2010 | Present |
1) SHILOH CEMETERY ASSOCIATION, NON-INVESTMENT RELATED, 27958 SHILOH ROAD, HOPEDALE, IL, TREASURER, START DATE 1/1/2003, 10 HRS/YEAR: 2) NAME OF OTHER BUSINESS: CT SOLUTION / SONUS BENEFITS; INVESTMENT RELATED: YES; ADDRESS: SAME AS THE REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; POSITION/ TITLE/ RELATIONSHIP: INSURANCE AGENT ; START DATE: 06/2015; HOURS: LESS THAN 1 HOUR/WEEK DURING TRADING HOURS; DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE 3) NAME OF OTHER BUSINESS: ORCHARD FINANCIAL GROUP INC ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 06/2021 ; POSITION/TITLE/RELATIONSHIP: LEAD RESEARCH PERSON/ FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: LIASON FOR NEW PRODUCTS AND SERVICES OFFERED BY TEAM. SUPPORT OTHER ADVISORS IN THE OFFICE WITH VARIOUS CLIENT ACTIVITIES ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-01 |
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