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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Smyrna | TN | 03/2015 | 12/2021 |
| Cetera Advisors Llc | St Cloud | MN | 12/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) NAME OF OTHER BUSINESS: WEALTH LEGACY PLANNERS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 06/2022; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40, APX; NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (2) NAME OF OTHER BUSINESS: THE TIMOTHY NETWORK, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NON-PROFIT, START DATE: 03/2018, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: PROVIDE OVERSIGHT AND ACCOUNTABILITY TO THE DIRECTOR; (3) NAME OF OTHER BUSINESS: STEWARTS CREEK HIGH SCHOOL, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: ATHLETICS, START DATE: 06/2021, POSITION/TITLE/RELATIONSHIP: COACH, APX NUMBER OF HOURS PER WEEK: 6, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSISTANT CROSS COUNTRY COACH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-02 |
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