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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-29 |
| UT | RA | APPROVED | 2023-06-29 |
Branch Locations
118 W Winchester St Ste 101, Murray, UT 84107 • 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 |
| Home Ice Llc | Draper | UT | 12/2016 | 07/2024 |
| Financial Network Asset Management, Llc | Draper | UT | 02/2019 | 03/2019 |
| Financial Network | Draper | UT | 06/2020 | Present |
| First Financial Network, Llc, Dba Financial Network | Draper | UT | 01/2013 | Present |
| Blg Investments | Draper | UT | 04/2021 | Present |
| Bellwether Investments, Llc | Draper | UT | 02/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. FIXED INSURANCE - LIFE, DISABILITY, ANNUITIES, LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: FIRST FINANCIAL NETWORK INSURANCE AGENCY, INVESTMENT RELATED: NO, ADDRESS: SAME AS BRANCH, NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS, POSITION/TITLE/RELATIONSHIP: BROKER, START DATE:, APPROX. NUMBER OF HOURS PER WEEK: 1, APPROX. NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: PUT IN PLACE AGREEMENTS WITH CARRIERS AND SERVICE OTHER AGENCIES THAT ARE AFFILIATED 3. NAME OF OTHER BUSINESS: FIRST FINANCIAL NETWORK, LLC, DBA FINANCIAL NETWORK, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: OWNER, START DATE: 01/02/2013, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: FINANCIAL NETWORK WEALTH ADVISORS, LLC; INVESTMENT RELATED: NO; ADDRESS: 38 W 13775 S, SUITE 300 DRAPER, UT 84020; NATURE OF BUSINESS: HOLDING ENTITY NAME; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: NONE, JUST HOLDING THE NAME; 5. NAME OF OTHER BUSINESS: BLG INVESTMENTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE RENTAL; START DATE: 4/2021; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: RENTAL OF OFFICE SPACE; 6. NAME OF OTHER BUSINESS: BELLWETHER INVESTMENTS, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: LLC, START DATE: 02/2023, POSITION/TITLE/RELATIONSHIP: PARTNER, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HOLDS FAMILY REAL ESTATE INVESTMENTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-16 |
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