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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 | 2022-04-22 |
| VA | RA | APPROVED | 2019-06-19 |
Branch Locations
140 Eastshore Dr Suite 105, Glen Allen, VA 23059 • United States
Richmond, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Glen Allen | VA | 12/2013 | 01/2018 |
| Foresters Advisory Services Llc | Glen Allen | VA | 07/2014 | 06/2019 |
| Vace | Glen Allen | VA | 06/2015 | 07/2017 |
| Foresters Financial Services | Glen Allen | VA | 01/2018 | 11/2018 |
| Foresters Financial Services | Glen Allen | VA | 11/2018 | 06/2019 |
| Cetera Investment Advisers Llc | Glen Allen | VA | 06/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | Present |
1. MANAGING MEMBER OF WEALTH CYCLE ADVISORS, LLC; DBA FOR CETERA BUSINESS. 2. VOLUNTEER ON BOARD OF DIRECTORS FOR RISE RICHMOND; ACT AS A FIDUCIARY AND GUARDIAN OF MISSION AD ASSETS; REVIEW, APPROVE, AND HOLD STAFF ACCOUNTABLE TO STRATEGIC GOALS; REVIEW AND APPROVAL ANNUAL BUDGET; 1-3 HRS/WK. 3. ECAEC LLC, FOR TAX PURPOSES, 100% OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-01 |
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