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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-24
MO RA APPROVED 2024-11-26
  • TX RA
    APPROVED_RES
    Since 2026-06-24
  • MO RA
    APPROVED
    Since 2024-11-26

Branch Locations

14810 E 42Nd St S, Independence, MO 64055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cerner Corporation Kansas City MO 08/2014 04/2018
Spring Venture Group Kansas City MO 04/2018 12/2021
Woodbury Financial Services Inc Independence MO 12/2021 01/2024
Osaic Wealth, Inc. Independence MO 01/2024 11/2024
Burnside & Associates (S-Corp) Independence MO 01/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 11/2024 Present
Cetera Advisors Llc St. Cloud MN 11/2024 Present
  • 08/2014 → 04/2018
    Cerner Corporation
    Kansas City, MO
  • 04/2018 → 12/2021
    Spring Venture Group
    Kansas City, MO
  • 12/2021 → 01/2024
    Woodbury Financial Services Inc
    Independence, MO
  • 01/2024 → 11/2024
    Independence, MO
  • 01/2024 → Present
    Burnside & Associates (S-Corp)
    Independence, MO
  • 11/2024 → Present
    Schaumburg, IL
  • 11/2024 → Present
    Cetera Advisors Llc
    St. Cloud, MN
Previous Registrations
  • 2024-01-19 → 2024-11-29
    Independence, MO
  • 2024-01-02 → 2024-01-19
    Woodbury Financial Services, Inc.
    Independence, MO
Other Businesses

1. NAME OF OTHER BUSINESS: EVANS AND STEELE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 2021 POSITION/TITLE/RELATIONSHIP: REGISTERED ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGISTERED ASSISTANT; 2. NAME OF OTHER BUSINESS: BURNSIDE & ASSOCIATES (S-CORP) INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: S-CORP START DATE: 01/2024 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BANKING/TAXES AND SCORP PLANNING ;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-15
S63 Uniform Securities Agent State Law Examination 2022-07-21
  • S65 Uniform Investment Adviser Law Examination
    2023-12-15
  • S63 Uniform Securities Agent State Law Examination
    2022-07-21
Other Names
  • Lindsey Ann Steele
  • Lindsey Ann Bailey
  • Lindsey A Burnside

View on SEC IAPD

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