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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-08-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Securian Financial Services, Inc. | St Paul | MN | 06/1995 | 07/2023 |
| Wechsler/Marsico Agency | Media | PA | 06/1995 | 07/2023 |
| Wexco Financial Group | Media | PA | 06/1991 | 07/2023 |
| Securian Financial Services | Saint Paul | MN | 07/2023 | 08/2023 |
| Cetera Wealth Services, Llc | Media | PA | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
| Financial Education Seminars Inc, | Media | PA | 01/1995 | Present |
NAME OF OTHER BUSINESS: FINANCIAL EDUCATION SEMINARS INC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE: 01/1995, POSITION/TITLE/RELATIONSHIP: PRESIDENT, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 38, BRIEF DESCRIPTION OF DUTIES: USE THE COMPANY AS A TAX PASS THROUGH;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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