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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-30 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2014 | 04/2019 |
| Lpl Financial, Llc | Fishers | IN | 04/2019 | 06/2025 |
| Cetera Advisors Llc | St Cloud | MN | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Comprehensive Income Strategies | Fishers | IN | 04/2025 | Present |
1. 04/15/2019 - COMPREHENSIVE INCOME STRATEGIES/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED / 100%/ FISHERS, IN
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-18 |
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