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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-09-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harrison Enterprises | St George | UT | 08/2018 | Present |
| Church Service | Trujillo | 07/2016 | 07/2018 | |
| Utah Tech University | St George | UT | 08/2018 | 05/2022 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: 491 N Bluff St #301D, St George, UT 84770; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2018; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH; 2. NAME OF OTHER BUSINESS: HARRISON ENTERPRISES; INVESTMENT RELATED: YES; ADDRESS: SAME AS SECURITIES / REGISTERED BUSINESS ADDRESS; NATURE OF BUSINESS: INSURANCE; START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: MEDICARE INSURANCE BROKER; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: SELL MEDICARE PRODUCTS TO PEOPLE TURNING 65.;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-30 |
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