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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2010 | 12/2025 |
| Cetera Advisors Llc | St Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
| Palisade Property Group, Llc | Crescent City | FL | 05/2021 | Present |
| Bornstein Financial | Crescent City | FL | 01/2026 | Present |
| Crescent City United, Llc | Crescent City | FL | 03/2025 | Present |
1. NAME OF OTHER BUSINESS: PALISADE PROPERTY GROUP, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSTALLMENT SALE OF PROPERTY START DATE: 5/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF VACANT LAND BEING SOLD IN INSTALLMENT PAYMENTS 2. NAME OF OTHER BUSINESS: BORNSTEIN FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES DBA START DATE: 1/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES TO CLIENTS 3. NAME OF OTHER BUSINESS: CRESCENT CITY UNITED, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: YOUTH SPORTS TEAM START DATE: 3/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OPERATIONS OF NOT FOR PROFIT YOUTH SOCCER TEAM
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-09 |
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