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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
Branch Locations
901 Marquette Ave Suite 2800, Minneapolis, MN 55402 • United States
10705 Town Square Dr Ste 230, Blaine, MN 55449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Box Financial Advisors | Minneapolis | MN | 05/2006 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 07/2012 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2012 | Present |
1. NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: 701 4TH AVE. SOUTH SUITE 1710 MINNEAPOLIS, MN 55415, NATURE OF BUSINESS: FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: PARAPLANNER, START DATE: 5/15/2006, APPROX. NUMBER OF HOURS PER MONTH: 40 HOURS PER WEEK, BRIEF DESCRIPTION OF DUTIES: PREPARE CLIENT INVESTMENT AND PLANNING REPORTS TO BE PRESENTED TO CLIENTS BY ADVISORS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-09-13 |
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