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7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-03 |
Branch Locations
10 Executive Court #2, South Barrington, IL 60010 • United States
7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2017 | 04/2018 |
| Nieminski Robbins & Associates | S. Barrington | IL | 01/2016 | 01/2018 |
| Beachbody | Huntley | IL | 12/2014 | 12/2017 |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 11/2017 | 04/2018 |
| Isagenix | Huntley | IL | 06/2017 | 01/2023 |
| Clearpath Financial Llc | S. Barrington | IL | 02/2018 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2018 | 12/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2018 | 12/2023 |
| Fortis Capital Advisors, Llc | Reno | NV | 01/2024 | Present |
| Network 1 Financial Securities, Inc. | Red Bank | NJ | 02/2024 | Present |
1) NAME OF OTHER BUSINESS: CLEARPATH FINANCIAL LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START DATE: 02/2018; POSITION/TITLE/RELATIONSHIP: Advisor APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: Investment advisory services 2) NAME OF OTHER BUSINESS: ClearPath Financial Insurance, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE SALES START DATE: 10/2020 APX NUMBER OF HOURS PER WEEK: 4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 4 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH, LIFE, PROPERTY & CASUALTY ; Fortis Capital Advisors, LLC, Reno, NV. Position: Investment Advisor Representative. Investment-related. Nature of business: Investment Advisors. Start date: January 2024.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2007-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-15 |
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