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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-11-21 |
| NY | RA | APPROVED | 2023-08-10 |
Branch Locations
1430 Broadway 9Th Fl, New York, NY 10018 • United States
Easton, CT • 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 |
|---|---|---|---|---|
| Minnesota Life Insurance Company | St Paul | MN | 12/2014 | 08/2023 |
| Securian Financial Services, Inc | St Paul | MN | 12/2014 | 08/2023 |
| Allied Wealth Partners | New York | NY | 12/2014 | Present |
| Cetera Wealth Services, Llc | New York | NY | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2023 | Present |
ALLIED WEALTH PARTNERS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 12/01/2014 ADDRESS: , New York NY , United States DESCRIPTION: Agent/Broker
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-29 |
| S63 | Uniform Securities Agent State Law Examination | 1984-05-24 |
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