Raymond Halstead

Current Employers

Employment History

• 01/2006 → Present
  Reh Cpa, Pllc
  Mooresville, NC
• 05/2006 → Present
  Halstead Real Estate Investments
  Mooresville, NC
• 12/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

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: 11/2018 APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE 2. NAME OF OTHER BUSINESS: REH CPA, PLLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ACCOUNTING FIRM START DATE: 06/2006 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MANAGE AND DIRECT CPA FIRM ACTIVITIES 3. NAME OF OTHER BUSINESS: HALSTEAD REAL ESTATE INVESTMENTS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 05/2006 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MANAGING THE REAL ESTATE ACTIVITIES 4. NAME OF OTHER BUSINESS: MORRISON EXECUTIVE SUITES OWNERS ASSOCIATION INVESTMENT RELATED: NO ADDRESS: 18115 W CATAWBA AVE, CORNELIUS, NC 28031 NATURE OF BUSINESS: HOA START DATE: 01/2007 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER AND PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER AND PRESIDENT 5. NAME OF OTHER BUSINESS: REH WEALTH, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 10/2021 POSITION/TITLE/RELATIONSHIP: MANAGING PARTNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: MANAGE THE DAY TO DAY ACTIVITIES OF THE LLC

Exams

• S66 Uniform Combined State Law Examination
  2022-02-28