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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 03/2010 | 02/2018 |
| Cantella & Co., Inc. | Boston | MA | 04/2018 | 05/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 12/2022 | 07/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 12/2022 | 07/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | Present |
1. NAME OF OTHER BUSINESS: REAL ESTATE INVESTMENT RELATED: NO ADDRESS: 318 WEST 9TH STREET. ERIE, PA 16508 NATURE OF BUSINESS: REAL ESTATE START DATE: 4/2018 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWN MY CURRENT OFFICE BUILDING AND RENT THE UPSTAIRS; 2. NAME OF OTHER BUSINESS: BAYFRONT BENEFIT SOLUTIONS, INC, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA USED FOR FINANCIAL SERVICES MARKETING START DATE: 7/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL ADVICE;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-17 |
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