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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-06-10 |
| TX | RA | APPROVED | 2025-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2021 | Present |
| Wells Fargo | Yuba City | CA | 02/2017 | 11/2021 |
| Winco | Yuba City | CA | 09/2016 | 02/2017 |
| Traveling | Yuba City | CA | 05/2016 | 09/2016 |
| Cetera Advisors Llc | Greenwood Village | CO | 11/2021 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 11/2021 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 11/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Isaac Sullivan Financial Advisor | Ellensburg | WA | 03/2026 | Present |
| Isaac Sullivan Financial Advisor | Ellensburg | WA | 04/2026 | Present |
NAME OF OTHER BUSINESS: ISAAC SULLIVAN FINANCIAL ADVISOR INVESTMENT RELATED: YES, ADDRESS: 406 SOUTH DELTA ST ELLENSBURG WA 98926 NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 4/17/2026, POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE DUTIES, ASSISTING WITH CLIENT SERVICING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-26 |
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