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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 | 2023-01-05 |
| OR | RA | APPROVED | 2019-07-22 |
Branch Locations
13221 Sw 68Th Pwky #460, Tigard, OR 97223 • United States
Beaverton, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Beaverton | OR | 01/2016 | 01/2017 |
| Foresters Financial Services | Beaverton | OR | 01/2017 | 05/2017 |
| Foresters Financial Services | Beaverton | OR | 05/2017 | 06/2019 |
| Foresters Advisory Services Llc | Beaverton | OR | 02/2018 | 06/2019 |
| Foresters Financial Services | Beaverton | OR | 06/2019 | 06/2019 |
| Cetera Investment Advisers Llc | Beaverton | OR | 06/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-19 |
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