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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
Branch Locations
2300 First Street Ste 350, Livermore, CA 94550 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gba Financial Prog & Ins Mktng Inc | Pleasant Hill | CA | 04/1989 | 12/2020 |
| Bar Financial, Llc | Pleasant Hill | CA | 01/2005 | 02/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| B&B Ranch & Cattle, Llc | Livermore | CA | 02/2022 | 01/2024 |
1. NAME OF OTHER BUSINESS: BAR FINANCIAL, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2005 POSITION/TITLE/RELATIONSHIP: REGIONAL DIRECTOR NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: REGIONAL DIRECTOR;
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