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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 |
Branch Locations
1350 Treat Blvd Ste 290, Walnut Creek, CA 94597 • 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 |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Ready Wealth Advisors | Walnut Creek | CA | 06/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED Y/N: NO ADDRESS: 100 PRINGLE AVE WALNUT CREEK, CA 94596 NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP TO BUSINESS: AGENT START DATE: APX % OF TIME: 5% BRIEF DESCRIPTION OF DUTIES: OFFER LIFE, DISABILITY AND FIXED ANNUITIES; 2. NAME OF OTHER BUSINESS: THE BAUN PROJECT- POINTS OF LIGHT, INVESTMENT RELATED: NO ADDRESS: 735 105TH AVE. OAKLAND, CA 94603, NATURE OF BUSINESS: MISSIONARY/MINISTRY ORGANIZATION (RELIGIOUS-CHRISTIAN), POSITION/TITLE/RELATIONSHIP: BOARD MEMBER-DIRECTOR, BENEFACTOR, VOLUNTEER LEADER, START DATE: AUGUST 2011, APPROX NUMBER OF HOURS PER MONTH: 12-40 HOURS; 3. NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 1655 N CALIFORNIA BLVD #156, WALNUT CREEK, CA 94596; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 2019; POSITION/TITLE/RELATIONSHIP: OWNER / LANDLORD; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES; 4. NAME OF OTHER BUSINESS: READY WEALTH ADVISORS, INC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2024;, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 30, APX NUMBER OF HOURS DURING TRADING HOURS: 30, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES & SALE & SERVICE OF FIXED INSURANCE;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-11-29 |
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