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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Tigard | OR | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Nbb Financial Llc | Tigard | OR | 07/2018 | Present |
| Martin Haugh Financial | Tigard | OR | 03/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| B2 Property Partners | El Segundo | CA | 04/2026 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; SAME AS REGISTERED LOCATION; Fixed insurance; INDEPENDENT INSURANCE AGENT; 11/1/2013; 15; 15; Sales of fixed insurance products 2. NAME OF OTHER BUSINESS: MARTIN HAUGH FINANCIAL; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2021, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/PRINCIPAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES AND SALE AND SERVICE OF INSURANCE; 3. NAME OF ENTITY:NBB Financial, LLC; No; SAME AS REGISTERED LOCATION; LLC; Owner; 7/9/2018; 1; 0; LLC for tax purposes only 4. NAME OF ENTITY:Life Settlements; No; 1800 Pembrook Dr. #240; Orlando; FL; 32810; Life Settlements; Agent; 10/1/2018; 5; 5; Provide life settlement products 5. NAME OF ENTITY:Riverside Golf and Country Club; No; 8105 NE 33rd Dr; Portland; OR; 97211; Non-Profit Corporation; Finance Committee Member; 9/1/2019; 2; 2; review of the finances of the club and provide recommendations to the board and club management| 6. NAME OF OTHER BUSINESS: RIVERSIDE GOLF AND COUNTRY CLUB, INVESTMENT RELATED: NO, ADDRESS: 8105 NE 33RD DR, PORTLAND, OR 97202, NATURE OF BUSINESS: COUNTRY CLUB, START DATE: 12/2024, POSITION/TITLE/RELATIONSHIP: ELECTED BOARD MEMBER, APX NUMBER OF HOURS PER WEEK:1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HELP ADVISE THE CLUB ON OPERATIONS, MANAGEMENT AND LEADERSHIP. 7. NAME OF OTHER BUSINESS: B2 PROPERTY PARTNERS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REALESTATE START DATE: APRIL 17, 2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REAL ESTATE INVESTMENT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-15 |
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