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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 | 2025-09-30 |
| VA | RA | APPROVED | 2025-09-22 |
Branch Locations
1577 Spring Hill Rd Ste 520, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 07/2013 | 05/2025 |
| Nasa Federal Credit Union | Falls Church | VA | 07/2013 | 09/2025 |
| Lpl Financial Llc | Falls Church | VA | 05/2025 | 09/2025 |
| Cetera Investment Services Llc | St Cloud | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Vienna | VA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-05 |
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