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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 2024-09-20
  • TX RA
    APPROVED
    Since 2024-09-20

Branch Locations

1716 Briarcrest Drive, Bryan, TX 77802 • 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
Fundamental Wealth Advisors Bryan TX 05/2022 Present
Texas A&M University College Station TX 08/2018 08/2022
Katy High School Katy TX 08/2014 08/2018
Cetera Investment Services Llc St Cloud MN 05/2022 Present
Cetera Investment Advisers Llc Bryan TX 09/2024 Present
  • 05/2022 → Present
    Fundamental Wealth Advisors
    Bryan, TX
  • 08/2018 → 08/2022
    Texas A&M University
    College Station, TX
  • 08/2014 → 08/2018
    Katy High School
    Katy, TX
  • 05/2022 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 09/2024 → Present
    Bryan, TX
Other Businesses

1. CLIENT SERVICES ASSOCIATE AT FUNDAMENTAL WEALTH ADVISORS; DBA FOR CETERA BUSINESS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-18
  • S66 Uniform Combined State Law Examination
    2024-09-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Bryan, TX

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