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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
OR RA APPROVED 2026-01-08
  • OR RA
    APPROVED
    Since 2026-01-08

Branch Locations

1905 Nw 169Th Pl Ste 220, Beaverton, OR 97006 • 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
Pinnacle Tax & Financial Services Llc Beaverton OR 09/2022 Present
Oregon State University Corvallis OR 09/2018 06/2022
Domino's Pizza Beaverton OR 10/2024 12/2024
Unemployed Hillsboro OR 07/2022 08/2022
Domino's Pizza Aloha OR 09/2017 09/2018
Aloha High School Aloha OR 09/2014 06/2018
Cetera Wealth Services El Segundo CA 11/2025 Present
Cetera Investment Advisors Schaumburg IL 01/2026 Present
  • 09/2022 → Present
    Pinnacle Tax & Financial Services Llc
    Beaverton, OR
  • 09/2018 → 06/2022
    Oregon State University
    Corvallis, OR
  • 10/2024 → 12/2024
    Domino's Pizza
    Beaverton, OR
  • 07/2022 → 08/2022
    Unemployed
    Hillsboro, OR
  • 09/2017 → 09/2018
    Domino's Pizza
    Aloha, OR
  • 09/2014 → 06/2018
    Aloha High School
    Aloha, OR
  • 11/2025 → Present
    Cetera Wealth Services
    El Segundo, CA
  • 01/2026 → Present
    Cetera Investment Advisors
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: PINNACLE TAX & FINANCIAL SERVICES; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: TAX PREPARATION, BOOKKEEPING, PAYROLL, AND TAX PLANNING; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: TAX ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: I PREPARE, CHECK, AND FINALIZE TAX RETURNS, WORK AS THE IT PERSON IN THE OFFICE, AND I DO SOME ADMINISTRATIVE WORK AT THE DIRECTION OF THE OWNER; 2. NAME OF OTHER BUSINESS: PINNACLE TAX & FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 10/2025; POSITION/TITLE/RELATIONSHIP: INVESTMENT ASSISTANT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: HELP RESEARCH DIFFERENT COMPANIES AND COMPARE ETFS THAT HOLD THESE COMPANIES. I ALSO DO ADMINISTRATIVE WORK AT THE DIRECTION OF THE ADVISOR.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-22
  • S66 Uniform Combined State Law Examination
    2025-12-22

View on SEC IAPD

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