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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
MI RA APPROVED 2026-04-07
  • MI RA
    APPROVED
    Since 2026-04-07

Branch Locations

34024 W 8 Mile Rd, Farmington Hills, MI 48335 • 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
New York Life Insurance Company Southfield MI 05/2023 11/2023
Aqua Tots Swim Schools Troy MI 09/2019 04/2023
Rsm Us Llp Detroit MI 06/2022 08/2022
Rsm Us Llp Detroit MI 08/2022 10/2022
Oakland University Rochester MI 09/2018 04/2023
Troy Athens High School Troy MI 06/2014 09/2018
Nylife Securities Llc Southfield MI 09/2023 11/2023
Sigma Financial Corp Ann Arbor MI 02/2024 12/2025
Cetera Wealth Services, Llc El Segundo CA 04/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 04/2026 Present
Making Investing Personal Farmington Hills MI 04/2026 Present
Unemployed Troy MI 01/2026 03/2026
  • 05/2023 → 11/2023
    New York Life Insurance Company
    Southfield, MI
  • 09/2019 → 04/2023
    Aqua Tots Swim Schools
    Troy, MI
  • 06/2022 → 08/2022
    Rsm Us Llp
    Detroit, MI
  • 08/2022 → 10/2022
    Rsm Us Llp
    Detroit, MI
  • 09/2018 → 04/2023
    Oakland University
    Rochester, MI
  • 06/2014 → 09/2018
    Troy Athens High School
    Troy, MI
  • 09/2023 → 11/2023
    Nylife Securities Llc
    Southfield, MI
  • 02/2024 → 12/2025
    Sigma Financial Corp
    Ann Arbor, MI
  • 04/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 04/2026 → Present
    Schaumburg, IL
  • 04/2026 → Present
    Making Investing Personal
    Farmington Hills, MI
  • 01/2026 → 03/2026
    Unemployed
    Troy, MI
Previous Registrations
  • 2025-05-30 → 2025-12-04
    Ann Arbor, MI
Other Businesses

1. NAME OF OTHER BUSINESS: MAKING INVESTING PERSONAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT, FINANCIAL SERVICES, TAX PREPARATION; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: INVESTMENT ASSISTANT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: ADMIN DUTIES AND SPECIAL PROJECTS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-28
  • S66 Uniform Combined State Law Examination
    2025-05-28

View on SEC IAPD

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