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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-07-08 |
| TX | RA | APPROVED_RES | 2023-01-18 |
| NY | RA | APPROVED | 2021-08-06 |
Branch Locations
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • United States
Phoenix, AZ • United States
1430 Broadway Suite 700, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Greenbelt | MD | 11/2010 | 03/2019 |
| Foresters Advisory Services | Greenbelt | MD | 01/2013 | 06/2019 |
| Foresters Financial Services | Iselin | NJ | 03/2019 | 06/2019 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2019 | Present |
| Cetera Investment Advisers Llc | Phoenix | NY | 06/2019 | Present |
OWNER OF GRANITE SKY WEALTH ADVISORS LLC; DBA FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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