Eric Steven Ford

Current Employers

Employment History

• 08/2007 → Present
  Wealthcare Partners Ltd
  Indianapolis, IN
• 07/2001 → 06/2019
  Cadaret, Grant & Co., Inc
  Indianapolis, IN
• 06/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2019 → Present
  Cwm, Llc
  Indianapolis, IN
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2007-08-31 → 2019-06-14
  Cadaret, Grant & Co., Inc.
  Indianapolis, IN
  Indianapolis, IN
• 2007-01-16 → 2007-07-10
  Mml Investors Services, Llc
  Indianapolis, IN

Other Businesses

(1) NAME OF OTHER BUSINESS: CWM, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM THAT PROVIDES PORTFOLIO MANAGEMENT, FINANCIAL PLANNING, ESTATE PLANNING, AND ADDITIONAL ADVISORY SERVICES. POSITION/TITLE/RELATIONSHIP: INVESTMENT ADVISORY REPRESENTATIVE START DATE: 06/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: INVESTMENT ADVISORY REPRESENTATIVE (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY AND LONG TERM CARE (3) NAME OF OTHER BUSINESS: WEALTHCARE PARTNERS LTD INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2007 POSITION/TITLE/RELATIONSHIP: VP WEALTH ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING ADVISORY AND BROKERAGE SERVICES TO CLIENTS (4) NAME OF OTHER BUSINESS: EF15 INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: S CORP FOR TAX PURPOSES START DATE: 07/2007 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1/2 APX NUMBER OF HOURS DURING TRADING HOURS: 1/2 BRIEF DESCRIPTION OF DUTIES: OWNER (5) NAME OF OTHER BUSINESS: WCP MANAGEMENT INC. INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: C CORP FOR TAX PURPOSES START DATE: 09/2016 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1/2 APX NUMBER OF HOURS DURING TRADING HOURS: 1/2 BRIEF DESCRIPTION OF DUTIES: OWNER

Exams

• S66 Uniform Combined State Law Examination
  2006-12-29

Designations