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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 | 2025-02-07 |
| AZ | RA | APPROVED | 2019-06-27 |
Branch Locations
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • United States
Gilbert, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services Inc | Phoenix | AZ | 05/2016 | 11/2016 |
| Foresters Financial Services | Phoenix | AZ | 11/2016 | 06/2019 |
| Foresters Advisory Services Llc | Phoenix | AZ | 03/2017 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Phoenix | AZ | 06/2019 | Present |
1.) EMILY STEAD FINANCIAL, PLLC, ESTABLISHED FOR TAX PURPOSES 2.) RENTING OUT CONDO UNIT TO A TENANT, 100%, SAME AS REGISTERED LOCATION 3.) BYMETHOD FINANCIAL COLLECTIVE; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-07 |
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