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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 | 2026-06-24 |
| MO | RA | APPROVED | 2024-11-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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 ;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-21 |
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