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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-02 |
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Danville | CA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Villa Campana & La Quinta Partnership, Ltd; No; 1601 CARMEN DRIVE; CAMARILLO; CA; 93011; residential and commercial property leasing; part owner; 1/1/2003; 0; 0; no duties, only passive owner|NAME OF ENTITY: Independent Insurance Agent; Yes; 318 DIABLO ROAD SUITE 270; DANVILLE; CA; 94526; fixed insurance sales; Independent Insurance Agent; 3/19/1992; 160; 160; sales of fixed insurance products|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1992-03-16 |
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