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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2023-08-10
TX RA APPROVED_RES 2023-08-10
  • MD RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10

Branch Locations

10451 Mill Run Circle Suite 400, Owings Mills, MD 21117 • United States

Westminster, MD • 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
Minnesota Life Insurance Company St Paul MN 03/2010 08/2023
Securian Financial Services, Inc St Paul MN 06/2010 08/2023
Cri Securities, Llc St Paul MN 09/2013 Present
North Star Consultants, Inc Baltimore MD 07/2014 Present
North Star Resource Group Washington DC 02/2017 Present
Cetera Wealth Services, Llc Baltimore MD 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
Elevation View Wealth Partners, Llc Westminster MD 09/2025 Present
  • 03/2010 → 08/2023
    Minnesota Life Insurance Company
    St Paul, MN
  • 06/2010 → 08/2023
    Securian Financial Services, Inc
    St Paul, MN
  • 09/2013 → Present
    Cri Securities, Llc
    St Paul, MN
  • 07/2014 → Present
    North Star Consultants, Inc
    Baltimore, MD
  • 02/2017 → Present
    North Star Resource Group
    Washington, DC
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Baltimore, MD
  • 08/2023 → Present
    Schaumburg, IL
  • 09/2025 → Present
    Elevation View Wealth Partners, Llc
    Westminster, MD
Previous Registrations
  • 2012-02-22 → 2023-08-10
    Securian Financial Services, Inc.
    Baltimore, MD
    Minneapolis, MN
    Philadelphia, PA
    Minneapolis, MN
    Washington, DC
    Washington, DC
    St. Paul, MN
  • 2013-09-13 → 2014-12-31
    Cri Securities, Llc
    Philadelphia, PA
    Minneapolis, MN
    Philadelphia, PA
Other Businesses

1. NORTH STAR CONSULTANTS & NORTH STAR BROKERAGE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 25 START DATE: 01/01/2011 ADDRESS: , Minneapolis MN , United States DESCRIPTION: Agent/Broker 2. PHYSICIAN WEALTH ADVISORS LLC POSITION: Agent/Broker NATURE: DBA INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/01/2019 ADDRESS: , Baltimore MD , United States DESCRIPTION: Agent/Broker 3. STOP ALZHEIMERS NOW POSITION: Advisory Board NATURE: Board Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2014 ADDRESS: , Austin TX , United States DESCRIPTION: Advisory Board 4. ADVENTURE TAILS, LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 250 Lehman Lane, Oakland MD 21550, United States DESCRIPTION: Ownership of short-term vacation rental house. Marketed and managed by separate third party property management group; 5. NAME OF OTHER BUSINESS: BOOKING FREEDOM AI, LLC; INVESTMENT RELATED: NO; ADDRESS: 10451 MILL RUN CIR STE 400, OWINGS MILLS, MD 21117; NATURE OF BUSINESS: BOARD; START DATE: 7/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: COORDINATE WITH VENDOR TEAMS & SHARE UPDATES & PROGRESS WITH OTHERS WHO ARE RUNNING INTO SIMILAR ISSUES; 6. NAME OF OTHER BUSINESS: ELEVATION VIEW WEALTH PARTNERS, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-19
  • S66 Uniform Combined State Law Examination
    2010-08-19
Designations

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