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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-20
  • TX RA
    APPROVED
    Since 2025-02-20

Branch Locations

1711 East Central Texas Expressway Suite 104, Killeen, TX 76541 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Luther Stene Commercial Rental Property Killeen TX 06/1999 Present
Concourse Financial Group Securities Inc Killeen TX 02/2015 02/2025
(Dba) Vetusa Advisors Killeen TX 09/2015 Present
Cetera Wealth Services, Llc Killeen TX 02/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2025 Present
  • 06/1999 → Present
    Luther Stene Commercial Rental Property
    Killeen, TX
  • 02/2015 → 02/2025
    Concourse Financial Group Securities Inc
    Killeen, TX
  • 09/2015 → Present
    (Dba) Vetusa Advisors
    Killeen, TX
  • 02/2025 → Present
    Cetera Wealth Services, Llc
    Killeen, TX
  • 02/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2015-02-02 → 2025-02-20
    Concourse Financial Group Securities, Inc.
    Killeen, TX
    Killeen, TX
    Sugar Land, TX
    Birmingham, AL
  • 2012-01-06 → 2015-02-03
    Killeen, TX
  • 2009-01-27 → 2012-01-06
    Investment Advisors International, Inc.
    Round Rock, TX
Other Businesses

(dba) VETUSA ADVISORS; Investment Related; 1711 E Central Texas Expressway, Suite 104, Killeen, TX 76541; Representative; Start Date 09/2015; 80 hours per month; DBA used for my work for military veterans for insurance, investments, and education about their benefits. >> 3 MARK FINANCIAL INC; Investment Related; 1711 E Central Texas Expressway, Suite 104, Killeen, TX 76541; Insurance Agent; Start Date 01/2000; 60 hours per month; Market and service insurance products to clients and prospects. >> THE TEXAS TAXBACK PROGRAM; Non-Investment Related; 1711 E Central Texas Expressway, Suite 104, Killeen, TX 76541; Representative; Start Date 09/2015; 10 hours per month; To explain that homeowners 65 or older in Texas can legally defer payment of property taxes and put that money to work for them. >> LUTHER STENE COMMERICIAL RENTAL PROPERTY; Non-Investment Related; 301 Cedar Crest Drive, Killeen, TX 76543; Owner; Start Date 06/1999; 5 hours per month; Real estate rental of property that I own. >> IMMANUEL LUTHERAN CHURCH; Non-Investment Related; 3801 Cunningham Road, Killeen, TX 76542; Other; President; Start Date 06/2021; 6 to 10 hours per month with no hours per month occurring during trading hours; Preside over congregational, executive committee, and council meetings and work with other committee members to ensure that the congregational processes and procedures are followed and documented.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-31
S63 Uniform Securities Agent State Law Examination 2000-01-27
  • S65 Uniform Investment Adviser Law Examination
    2008-12-31
  • S63 Uniform Securities Agent State Law Examination
    2000-01-27

View on SEC IAPD

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