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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
1301 N Mccarran Ste 102, Sparks, NV 89431 • United States
Sparks, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Reno | NV | 08/2013 | 10/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2018 | Present |
| Crossfit Bangarang | Reno | NV | 05/2014 | Present |
| American River Wealth Management | Sparks | NV | 10/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 9/2018 APX NUMBER OF HOURS PER WEEK: 6 APX NUMBER OF HOURS DURING TRADING HOURS: 6 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: CROSSFIT BANGARANG INVESTMENT RELATED: NO ADDRESS: 895 E. PATRIOT BLVD, #108, RENO, NV 89511 NATURE OF BUSINESS: CROSSFIT KIDS COACH AND CROSSFIT LEVEL 1 COACH START DATE: 5/2014 POSITION/TITLE/RELATIONSHIP: CROSSFIT KIDS COACH AND CROSSFIT LEVEL 1 COACH APX NUMBER OF HOURS PER WEEK: 3 APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: RUN THE CROSSFIT KIDS PROGRAM WHICH IS 3 1 HOUR CLASSES PER WEEK AND OVER EVENING AND SATURDAY CLASSES AT TIMES FOR OTHER COACHES BUT ONLY ON AN AS NEEDED BASIS. 3. NAME OF OTHER BUSINESS: AMERICAN RIVER WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISOR, FINANCIAL PLANNER, INVESTMENT ADVISOR, SECURITIES SALES START DATE: 10/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED REP, CFP, FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: BUILD RELATIONSHIPS WITH CLIENTS TO WORK WITH THEM TO ACHIEVE FINANCIAL GOALS THROUGH PLANNING AND USE OF DIFFERENT SECURITIES AND INVESTMENT PRODUCTS 4. NAME OF OTHER BUSINESS: MERLINO HOUSE NANNY; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: SOLE PROPRIETOR/ NANNY SERVICES; START DATE: 7/2025; POSITION/TITLE/RELATIONSHIP: OWNER/SOLE PROPRIETOR; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TO PAY FOR CHILDRENS NANNY; 5. NAME OF OTHER BUSINESS: TINY TOES FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 901 WEST GOLDEN VALLEY ROAD, RENO, NV 89506; NATURE OF BUSINESS: BOARD; START DATE: 3/2026; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: HELP TO RUN THE ORGANIZATION AND IT'S EVENT PLANNING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-06 |
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