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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 | 2025-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Securities | New York | NY | 06/2014 | 05/2019 |
| Carnegie Mellon University | Pittsburgh | PA | 08/2019 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2021 | 07/2021 |
| Station Capital Inc | Washington | PA | 03/2021 | 07/2021 |
| Jpmorgan Chase Bank, Na | Dallas | TX | 08/2022 | 04/2024 |
| Alix Partners | Dallas | TX | 08/2021 | 08/2022 |
| Carnegie Mellon University | Pittsburgh | PA | 11/2019 | 08/2021 |
| Ey-Parthenon | Pittsburgh | PA | 06/2020 | 08/2020 |
| Unemployed | Pittsburgh | PA | 06/2019 | 10/2019 |
| Wells Fargo Na | New York | NY | 06/2014 | 05/2019 |
| Jpmorgan Securities Llc | Dallas | TX | 08/2022 | 04/2024 |
| Homemaker | Tokyo | 04/2024 | 04/2025 | |
| Station Capital, Inc. | Washington | PA | 04/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2023 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: STATION CAPITAL, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 4/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 35 BRIEF DESCRIPTION OF DUTIES: SALES AND CLIENT SUPPORT, INCLUDING MANAGING CLIENTS' INDIVIDUAL INVESTMENT PORTFOLIOS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-30 |
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