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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_RES | 2025-03-28 |
| MA | RA | APPROVED | 2024-03-21 |
Branch Locations
1800 West Park Dr Ste 150, Westborough, MA 01581 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgewater Associates | Westport | CT | 08/2015 | 11/2017 |
| The Richman Group | Greenwich | CT | 11/2017 | 01/2021 |
| Ccr Wealth Management | Westborough | MA | 01/2021 | Present |
| Cetera Advisors Llc | St Cloud | MN | 03/2021 | Present |
| Cetera Advisors, Llc | St Cloud | MN | 01/2021 | 03/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1) CCR WEALTH MANAGEMENT, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 03/2021, FINANCIAL PLANNING ASSOCIATE, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-17 |
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