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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
CA RA APPROVED 2024-04-11
  • CA RA
    APPROVED
    Since 2024-04-11

Branch Locations

3131 Camino Del Rio N Ste 300, San Diego, CA 92108 • 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
Cetera Advisor Networks El Segundo CA 12/2022 06/2023
Vanderbyl Associates Inc Carlsbad CA 07/2022 11/2022
North Coast Church Vista CA 06/2022 08/2022
Santa Fe Christian Schools Solana Beach CA 06/2020 05/2022
Eos Fitness Encinitas CA 06/2018 07/2020
Townepark Dana Point CA 09/2014 07/2018
Burnsville High School Burnsville MN 10/2014 06/2017
Cetera Wealth Services, Llc El Segundo CO 06/2023 Present
Celeste Financial Group San Diego CA 11/2022 Present
Cetera Investment Advisers Llc Schaumburg IL 04/2024 Present
  • 12/2022 → 06/2023
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2022 → 11/2022
    Vanderbyl Associates Inc
    Carlsbad, CA
  • 06/2022 → 08/2022
    North Coast Church
    Vista, CA
  • 06/2020 → 05/2022
    Santa Fe Christian Schools
    Solana Beach, CA
  • 06/2018 → 07/2020
    Eos Fitness
    Encinitas, CA
  • 09/2014 → 07/2018
    Townepark
    Dana Point, CA
  • 10/2014 → 06/2017
    Burnsville High School
    Burnsville, MN
  • 06/2023 → Present
    Cetera Wealth Services, Llc
    El Segundo, CO
  • 11/2022 → Present
    Celeste Financial Group
    San Diego, CA
  • 04/2024 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: CELESTE FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: REVIEW CLIENT PROFILES, PREPARE CLIENT REVIEWS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2023-11-28

View on SEC IAPD

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