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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-03-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chemical Bank | Niles | MI | 10/2015 | 01/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2015 | 01/2018 |
| Cetera Investment Advisers Llc | Niles | MI | 10/2015 | 01/2018 |
| Wells Fargo Clearing Services, Llc | South Bend | IN | 01/2018 | 07/2020 |
| Allstate Insurance Co | Paw Paw | MI | 07/2020 | 06/2022 |
| Lpl Financial | St Joseph | MI | 06/2022 | 03/2026 |
| Credit Union Trust | St Joseph | MI | 06/2022 | 03/2026 |
| Honor Credit Union | Saint Joseph | MI | 03/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 03/2026 | Present |
| Cetera Investment Advisers Llc | Saint Joseph | MI | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-10 |
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