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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 | 2026-02-19 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
8391 Old Courthouse Rd Ste 203, Vienna, VA 22182 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 03/2013 | 05/2017 |
| Edelman Financial Services, Llc | Fairfax | VA | 05/2017 | 11/2018 |
| Financial Engines Advisors L.L.C. | Sunnyvale | CA | 11/2018 | 07/2021 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 07/2021 | 06/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2022 | Present |
| Vlp Financial Advisors | Vienna | VA | 08/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: VLP FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2022 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-12-20 |
| S65 | Uniform Investment Adviser Law Examination | 2016-12-05 |
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