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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 | 2023-01-24 |
| VA | RA | APPROVED | 2022-03-09 |
Branch Locations
1577 Spring Hill Rd Ste 520, Vienna, VA 22182 • United States
Alexandria, VA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Silver Springs | MD | 08/2015 | 07/2018 |
| Foresters Advisory Services Llc | Silver Springs | MD | 03/2016 | 06/2019 |
| Foresters Financial Services | Silver Spring | MD | 07/2018 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Silver Spring | MD | 06/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-26 |
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