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Dannen Carter Patee Merrill

Cetera Investment Advisers LLC

Maryville, MO

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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
TX RA APPROVED 2023-01-30
MO RA APPROVED 2022-08-15
  • TX RA
    APPROVED
    Since 2023-01-30
  • MO RA
    APPROVED
    Since 2022-08-15

Branch Locations

101 W. Edwards, Maryville, MO 64468 • 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
Cetera Financial Specialists Llc Schaumburg IL 11/2021 Present
Merrill Farms Llc Maryville MO 01/2019 Present
Marsh, Espey & Riggs, P.C. Maryville MO 02/2018 12/2018
Bkd, Llp Kansas City MO 07/2015 01/2018
Cetera Investment Advisers Llc Schaumburg IL 08/2022 Present
City Of Maryville, Mo Maryville MO 04/2024 04/2026
Merrill, Espey & Washburn, P.C. Schaumburg IL 02/2018 Present
City Of Maryville, Mo Maryville MO 04/2026 Present
  • 11/2021 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 01/2019 → Present
    Merrill Farms Llc
    Maryville, MO
  • 02/2018 → 12/2018
    Marsh, Espey & Riggs, P.C.
    Maryville, MO
  • 07/2015 → 01/2018
    Bkd, Llp
    Kansas City, MO
  • 08/2022 → Present
    Schaumburg, IL
  • 04/2024 → 04/2026
    City Of Maryville, Mo
    Maryville, MO
  • 02/2018 → Present
    Merrill, Espey & Washburn, P.C.
    Schaumburg, IL
  • 04/2026 → Present
    City Of Maryville, Mo
    Maryville, MO
Other Businesses

1) MPM REAL ESTATE LLC, MARYVILLE, MO; NON-INVESTMENT RELATED; MAINTENANCE WORK AND BOOKKEEPING; COMMERCIAL REAL ESTATE; 2 HRS/MO 2) MARVILLE DOWNTOWN IMPROVEMENT ORGANIZATION; MARYVILLE, MO; NON-INVESTMENT RELATED; TREASURER; SINCE 2019; 2 HRS/MO 3) THE AMERICAN LEGION BOYS STATE OF MISSOURI; WARRENSBURG, MO; NON-INVESTMENT RELATED; TREASURER; SINCE 2019; 2 HRS/MO 4) NAME OF OTHER BUSINESS: MERRILL FARMS LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: LAND LEASING/FARMING; START DATE: 12/2023; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: DUTIES REQUIRED TO PRODUCE A CROP; 5) NAME OF OTHER BUSINESS: CITY OF MARYVILLE, MO ; INVESTMENT RELATED: NO ADDRESS: 415 N. MARKET MARYVILLE, MO 64468 ; NATURE OF BUSINESS: CITY COUNCIL ; START DATE: 4/13/26 ; POSITION/TITLE/RELATIONSHIP: COUNCILMAN ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS:1 ; BRIEF DESCRIPTION OF DUTIES: ELECTED OFFICIAL AS A COUNCILMAN. ; 6) NAME OF OTHER BUSINESS: MERRILL, ESPEY & WASHBURN, P.C.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA FIRM; START DATE: 2/2018; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY-TO-DAY OPERATIONS OF CPA FIRM; 7) NAME OF OTHER BUSINESS: NORTHWEST FOUNDATION, INC INVESTMENT RELATED: NO ADDRESS: 640 COLLEGE AVENUE, MARYVILLE MO NATURE OF BUSINESS: BOARD START DATE: 7/30/26 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: STEWARDING AND GROWING PHILANTHROPIC SUPPORT

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-12
  • S66 Uniform Combined State Law Examination
    2022-08-12
Other Names
  • Dannen Carter Patee-Merrill
  • Dannen Carter Merrill

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