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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
8800 Se Sunnyside Rd Suite 111N, Clackamas, OR 97015 • United States
Happy Valley, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weststar Financial Group | Clackamas | OR | 06/2008 | 04/2023 |
| Voya Financial Advisors | Clackamas | OR | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Weststar Prosperity Group | Clackamas | OR | 04/2023 | Present |
| Weststar Financial Group, Llc | Clackamas | OR | 04/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) NAME OF OTHER BUSINESS: WESTSTAR FINANCIAL GROUP LLC DBA WESTSTAR PROSPERITY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 09/2025; POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: SUPERVISION AND BUSINESS DEVELOPMENT; 2) NAME OF ENTITY:ACT 5 LLC; No; 11155 SE PHEASANT RIDGE DR; HAPPYVALLEY; OR; 97086; HOLDING COMPANY; OWNER; 3/21/2018; 1; 1; HOLDING COMPANY| 3) NAME OF OTHER BUSINESS: WESTSTAR PROSPERITY GROUP , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL/PART OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) NAME OF OTHER BUSINESS: SECOND HOME RENTAL; INVESTMENT RELATED: NO; ADDRESS: 1926 W BURNSIDE ST UNIT 1417 PORTLAND, OR 97209; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 02/2025; POSITION/TITLE/RELATIONSHIP: JOINT OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-08-24 |
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