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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_RES | 2024-03-26 |
| WI | RA | APPROVED | 2023-08-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purdue University Of Health And Human Sciences | West Lafayette | IN | 08/2018 | 05/2021 |
| Purdue University College Of Education | West Lafayette | IN | 08/2019 | 05/2021 |
| Harris Junior Baseball And Softball Association | Granger | IN | 04/2016 | 08/2020 |
| Little Caesars Pizza | Granger | IN | 03/2017 | 12/2017 |
| Penn High School | Mishawaka | IN | 08/2014 | 06/2018 |
| Mikolajewski & Associates | South Bend | IN | 07/2019 | 01/2020 |
| Trinity Lutheran Church And School | Elkhart | IN | 08/2018 | 08/2019 |
| Royal Custom Painting | Elkhart | IN | 06/2018 | 07/2018 |
| Mcadam Llc | Chicago | IL | 05/2021 | 06/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2023 | Present |
| North Shore Bank | Milwaukee | WI | 08/2023 | Present |
| Purdue University-Krannert Graduate School | West Lafayette | IN | 07/2022 | 05/2023 |
| Cetera Investment Advisers Llc | Milwaukee | WI | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-10-04 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-28 |
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