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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-11-09 |
Branch Locations
9275 Sky Park Court Suite 350, San Diego, CA 92123 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ibis Capital | San Diego | CA | 03/2012 | 04/2018 |
| Stratos Wealth Partners | San Diego | CA | 07/2014 | 04/2019 |
| Truuwater Financial | San Diego | CA | 04/2018 | 04/2019 |
| Global Entertainment Matrix | Orange County | CA | 07/2019 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2020 | Present |
| Cetera Investment Advisers Llc | San Diego | CA | 01/2026 | Present |
1. REGISTERED PRACTICE OPERATIONS COORDINATOR FOR PUSHPIN FINANCIAL; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-12-11 |
| S66 | Uniform Combined State Law Examination | 2014-06-12 |
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