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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 |
| TX | RA | APPROVED | 2023-06-29 |
| UT | RA | APPROVED | 2023-06-29 |
Branch Locations
3600 Wilshire Blvd Suite 1914, Los Angeles, CA 90010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
SALE OF FIXED INSURANCE (ANNUITIES). TAX PROFESSIONAL: DON PETERSEN (AVTAX ASSOCIATES). 40 HOURS PER WEEK. LANCASTER, CA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-11-14 |
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