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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-12 |
Branch Locations
11900 Olympic Blvd Ste 780, Los Angeles, CA 90064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 02/2022 | 12/2022 |
| Brigham Young University | Provo | UT | 01/2019 | 03/2019 |
| Brigham Young University | Provo | UT | 08/2019 | 11/2019 |
| Brigham Young University | Provo | UT | 06/2020 | 02/2021 |
| Subvia | Lehi | UT | 03/2021 | 04/2021 |
| Western Governors University | Provo | UT | 09/2021 | 02/2022 |
| Brigham Young University | Provo | UT | 01/2019 | 08/2021 |
| Onalaska High School | Onalaska | WI | 07/2015 | 12/2016 |
| Pima Community College | Tucson | AZ | 07/2017 | 12/2018 |
| Brigham Young Independent Study: Homeschool | Oro Valley | AZ | 01/2017 | 07/2017 |
| Spindl | West Hollywood | CA | 02/2023 | 01/2024 |
| Goldstein Financial Group Dba Brentwood Financial Advisors | Los Angeles | CA | 02/2024 | Present |
| Unemployed | Los Angeles | CA | 01/2023 | 02/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2024 | Present |
| Untitled Endeavors Dba Spindl | Los Angeles | CA | 08/2024 | 11/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2025 | Present |
1. NAME OF OTHER BUSINESS: GOLDSTEIN FINANCIAL GROUP DBA BRENTWOOD FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: ASSET MANAGEMENT SOLUTIONS START DATE: 2/2024 POSITION/TITLE/RELATIONSHIP: SENIOR FINANCIAL SERVICES ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: MAIN POINT OF CONTACT FOR ASSIGNED CLIENTS, BUILDING AND MAINTAINING STRONG RELATIONSHIPS:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2022-07-14 |
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