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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 | 2020-09-08 |
Branch Locations
3251 E Presidental Dr, Meridian, ID 83642 • United States
Medford, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 01/2016 | 01/2019 |
| Rogue Credit Union | Medford | OR | 01/2016 | 02/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 01/2019 | Present |
| Southern Oregon University | Ashland | OR | 08/2016 | 06/2018 |
| Cetera Investment Advisers Llc | Meridian | OR | 09/2020 | Present |
| Washington Trust Bank | Meridian | ID | 02/2023 | Present |
1. SOUTHERN OREGON HUMANE SOCIETY, VOLUNTEER, PROVIDE FOSTER HOME FOR DOGS WAITING TO BE ADOPTED 2. VOLUNTEER FOR CRATERIAN THEATER AT THE COLLIER CENTER FOR PERFORMING ARTS, 1/HR/WK 3. VOLUNTEER AT THE VILLAGE AT MEDFORD CENTER, 3/HRS/WK 4. PROVIDE CAREGIVING SERVICES TO SENIORS IN THEIR HOME AND RUN ERRANDS AS NEEDED THROUGH CARE.COM; 10 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-05 |
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