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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwest Planning & Investments, Llc | Centralia | WA | 03/2023 | Present |
| Premier Technology | Blackfoot | ID | 03/2022 | 02/2023 |
| Usps | Shelley | ID | 01/2021 | 05/2022 |
| Tadd Jenkins Auto Group | Blackfoot | ID | 10/2019 | 01/2022 |
| Ridleys Farmer Market | Blackfoot | ID | 09/2019 | 01/2020 |
| Ardent Pest Control | Nashville | TN | 05/2019 | 08/2019 |
| Tadd Jenkins Auto Group | Blackfoot | ID | 10/2018 | 05/2019 |
| Chevron | Blackfoot | ID | 06/2017 | 10/2018 |
| Idaho State University | Pocatello | ID | 01/2019 | 12/2022 |
| School | Blackfoot | ID | 07/2013 | 05/2018 |
| Trestlewood | Blackfoot | ID | 07/2021 | 08/2021 |
| Cetera Advisors Llc | St Cloud | MN | 02/2023 | 08/2023 |
| Cetera Advisors Llc | St Cloud | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumberg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: NORTHWEST PLANNING & INVESTMENTS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 25, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-25 |
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