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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
AL RA APPROVED 2024-03-21
  • AL RA
    APPROVED
    Since 2024-03-21

Branch Locations

781 Chestnut Park Lane, Hoover, AL 35226 • United States

Bessemer, AL • 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
Baw Sports (Bike Link Of Hoover) Hoover AL 05/2019 09/2022
St. Joseph Catholic School Madison MS 08/2017 05/2019
Pisgah High School Brandon MS 08/2015 07/2017
Valic Financial Advisors, Inc. Birmingham AL 09/2022 07/2023
Agia Houston TX 12/2022 07/2023
Cetera Advisors Llc St Cloud MN 08/2023 Present
Trousdale's Math Tutoring Bessemer AL 10/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Totus Wealth Management Hoover AL 04/2024 Present
Inspired Wealth Solutions Hoover AL 08/2023 06/2024
Great Scott Consulting, Llc D/B/A Totus Wealth Manage Bessemer AL 08/2026 Present
  • 05/2019 → 09/2022
    Baw Sports (Bike Link Of Hoover)
    Hoover, AL
  • 08/2017 → 05/2019
    St. Joseph Catholic School
    Madison, MS
  • 08/2015 → 07/2017
    Pisgah High School
    Brandon, MS
  • 09/2022 → 07/2023
    Birmingham, AL
  • 12/2022 → 07/2023
    Agia
    Houston, TX
  • 08/2023 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 10/2023 → Present
    Trousdale's Math Tutoring
    Bessemer, AL
  • 03/2024 → Present
    Schaumburg, IL
  • 04/2024 → Present
    Totus Wealth Management
    Hoover, AL
  • 08/2023 → 06/2024
    Inspired Wealth Solutions
    Hoover, AL
  • 08/2026 → Present
    Great Scott Consulting, Llc D/B/A Totus Wealth Manage
    Bessemer, AL
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: TROUSDALE'S MATH TUTORING; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: MATH TUTORING; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: MATH TUTOR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: 7TH THRU 12TH GRANDE MATH TUTORING, MATH ACT PREP; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 04/2024; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: GREAT SCOTT CONSULTING, LLC D/B/A TOTUS WEALTH MANAGE ; INVESTMENT RELATED: YES ; ADDRESS: 4644 CLUBVIEW DR BESSEMER, AL 35022 ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 8/3/2026 ; POSITION/TITLE/RELATIONSHIP: PRESIDENT ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS:5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES- DAY TO DAY WORK & OVERSEE BUSINESS ;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-10
  • S66 Uniform Combined State Law Examination
    2022-12-10
Other Names
  • Jay Trousdale

View on SEC IAPD

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