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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Protection Alliance, Inc | New York | NY | 10/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
1. NAME OF OTHER BUSINESS: CAPITAL PROTECTION ALLIANCE, INC INVESTMENT RELATED: NO ADDRESS: 99 MADISON AVE, 5TH FLOOR, NEW YORK, NY 10023 NATURE OF BUSINESS: ACCOUNTING FIRM START DATE: 10/2013 POSITION/TITLE/RELATIONSHIP: PRESIDENT/OWNER APX NUMBER OF HOURS PER WEEK: 80 APX NUMBER OF HOURS DURING TRADING HOURS: 80 BRIEF DESCRIPTION OF DUTIES: TAX PLANNING, TAX ADVICE, COMPLIANCE AND AUDIT FUNCTIONS 2. NAME OF OTHER BUSINESS: UNITED TEAM WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES DBA START DATE: 2/2026 POSITION/TITLE/RELATIONSHIP: REFERRING PARTNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 2 BRIEF DESCRIPTION OF DUTIES: REFERRING SECURITIES BUSINESS TO FINANCIAL PROFESSIONAL
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