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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2022-10-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2022 | Present |
| Stephenson & Company, P.C. | West Branch | MI | 05/2022 | Present |
| Ogemaw Heights High School | West Branch | MI | 07/2022 | Present |
| Mercantile Bank Of Michigan | Grand Rapids | MI | 11/2019 | 05/2022 |
| Grand Valley State University | Grand Rapids | MI | 08/2018 | 05/2022 |
| Ogemaw Heights High School | West Branch | MI | 09/2014 | 08/2018 |
| Cetera Investment Advisers Llc | Schuamburg | IL | 10/2022 | Present |
1) STEPHENSON & COMPANY, P.C.; WEST BRANCH, MI; NON-INVESTMENT RELATED; ACCOUNTING AND TAX SERVICES/PREP; SINCE 05/2022; 80 HRS/MO 2) OGEMAW HEIGHTS HIGH SCHOOL; WEST BRANCH, MI; NON-INVESTMENT RELATED; COACHING; SINCE 07/2022; 80 HRS/MO 3) OGEMAW YOUTH BASKETBALL ORGANIZATION; WEST BRANCH, MI; NON-INVESTMENT RELATED; TREASURER/VOLUNTEER WORK; 20 HRS/MO, SINCE 07/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-10 |
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