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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-01-09 |
Branch Locations
1219 Augusta West Parkway, Augusta, GA 30909 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2022 | Present |
| Regions Bank | Clearwater | SC | 11/2015 | 01/2024 |
| Cetera Investment Advisers Llc | Clearwater | SC | 11/2023 | Present |
| Regions Bank | Martinez | GA | 01/2024 | Present |
1. VOLUNTEER AT AUGUSTA BATS, LLC; YOUTH SPORTS BASEBALL LEAGUE; ASSIST WITH TEAM ACTIVITIES; ORDER CHECKS FOR LLC AND REGISTRATION PAPERWORK; 6 HRS/WK. 2. FINANCE COMMITTEE MEMBER FOR WESLEY UNITED METHODIST CHURCH, MEET 4-5 TIMES A YEAR TO REVIEW THE CHURCH BUDGET PREPARED BY THE DIRECTOR, 2/HRS/MO. 3. MEMBER OF CHURCH FINANCE COMMITTEE AT WESLEY UNITED METHODIST CHURCH; VOTING ON PURCHASES THE CHURCH NEEDS, BUDGET INCREASES/DECREASES, AND INPUT ON FUNDRAISING N EEDS; 2 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2010-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-20 |
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