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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2023-06-29
  • OR RA
    APPROVED
    Since 2023-06-29

Branch Locations

9900 Sw Greenburg Rd #275, Tigard, OR 97223 • United States

Portland, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Beaverton OR 09/2014 02/2019
Foresters Advisory Services Llc Beaverton OR 03/2018 02/2019
Door Dash Portland OR 12/2018 02/2019
Voya Financial Advisors, Inc. Tigard OR 02/2019 06/2021
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Tvd Wealth Strategies Incorporated Tigard OR 11/2025 Present
  • 09/2014 → 02/2019
    Foresters Financial
    Beaverton, OR
  • 03/2018 → 02/2019
    Foresters Advisory Services Llc
    Beaverton, OR
  • 12/2018 → 02/2019
    Door Dash
    Portland, OR
  • 02/2019 → 06/2021
    Tigard, OR
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 11/2025 → Present
    Tvd Wealth Strategies Incorporated
    Tigard, OR
Previous Registrations
  • 2019-03-01 → 2021-06-09
    Clackamas, OR
    Tigard, OR
  • 2018-04-04 → 2019-02-25
    Foresters Advisory Services, Llc
    Beaverton, OR
Other Businesses

1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FIXED INSURANCE; INDEPENDENT INSURANCE AGENT; 2/26/2019; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 2. NAME OF ENTITY:MARTIN HAUGH FINANCIAL; Yes; 8625 SW CASCADE AVE STE 104; BEAVERTON; OR; 97008; FINANCIAL SERVICES/DBA; INVESTMENT PROFESSIONAL; 3/1/2019; 160; 100; SALE AND SERVICE INSURANCE, SECURITIES AND INVESTMENT PRODUCTS 3. NAME OF OTHER BUSINESS: TVD WEALTH STRATEGIES INCORPORATED; INVESTMENT RELATED: NO; ADDRESS: 9900 SW GREENBURG RD, #275, TIGARD, OR 97223; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: USING THIS ENTITY FOR TAX PURPOSES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-06
S63 Uniform Securities Agent State Law Examination 2014-05-29
  • S66 Uniform Combined State Law Examination
    2018-03-06
  • S63 Uniform Securities Agent State Law Examination
    2014-05-29

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