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Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-08-15 |
Branch Locations
Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Retirement Solutions | St. Petersburg | FL | 07/2014 | 05/2018 |
| Transamerica Investors Securities Corporation | St. Petersbrug | FL | 09/2015 | 05/2018 |
| Suncoast Cu | Tampa | FL | 10/2018 | 04/2020 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2018 | 04/2020 |
| Park University | Riverview | FL | 05/2018 | 10/2018 |
| Invesco | Atlanta | GA | 04/2020 | 07/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2021 | 05/2024 |
| Cetera Advisors Llc | St Cloud | MN | 08/2021 | 05/2024 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2021 | 05/2024 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2021 | 05/2024 |
| First Allied Securities Inc. | San Diego | CA | 08/2021 | 09/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 05/2024 |
| Pension Financial Services/Strongpoint Partners | Duluth | GA | 06/2024 | 12/2024 |
| Unemployed | Braselton | GA | 12/2024 | 04/2025 |
| Serendipity Pines, Llc | Monticello | GA | 04/2025 | Present |
| Alera Investment Advisors, Llc | Monticello | GA | 08/2025 | Present |
Serendipity Pines; Co-owner; non-Investment Related; 875 Bailey Road, Monticello, GA 31064; 10 hrs/month;10 hrs during trading hours; Co-owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-14 |
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