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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 | 2024-07-15 |
| TX | RA | APPROVED | 2024-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Portland | OR | 12/2015 | 03/2019 |
| Cuso Financial Sevices, L.P. | San Diego | CA | 03/2019 | 10/2022 |
| Lincoln Finanical Advisors | Portland | OR | 11/2022 | 07/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2024 | Present |
| Cetera Investment Advisers Llc | Tigard | OR | 07/2024 | Present |
1. SPEAKER FOR AMERICAN FINANCIAL EDUCATORS, FINANCIAL EDUCATION WORKSHOPS, 1/HR/WK 2. CHAPTER PRESIDENT FOR AMERICAN FINANCIAL EDUCATION ALLIANCE (AEFA), TEACH WORKSHOPS ON SOCIAL SECURITY, MEDICARE, 1/HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2013-09-20 |
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