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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-06-29 |
Branch Locations
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 |
|---|---|---|---|---|
| Aaa Insurance & Investment Services | St Louis | MO | 03/1995 | Present |
| Timothy Schwertmann Independent Insurance Agent | St Louis | MO | 03/1995 | Present |
| Video Solutions Inc | St Louis | MO | 05/2000 | Present |
| Insurance Benefits & Investment Solutions | St Louis | MO | 09/2010 | Present |
| Timothy J Schwertmann-Independent Insurance Agent | St Louis | MO | 03/1995 | Present |
| Voya Financial Advisors | St Louis | MO | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: Y-NOT PARTY BUS, LLC; INVESTMENT RELATED: NO; ADDRESS: 1650 DES PERES ROAD SUITE 150 SAINT LOUIS, MO 63131; NATURE OF BUSINESS: TRANSPORTATION; START DATE: 12/2010; POSITION/TITLE/RELATIONSHIP: MEMBER/MANAGER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NON OPERATIONAL, BUSINESS ENTITY STILL EXIST; (2) NAME OF ENTITY:INSURANCE BENEFITS AND INVESTMENT SOLUTIONS; NO; 807 CAMBORNE DR; ST LOUIS; MO; 63125; FIXED INSURANCE/DBA; OWNER; 9/10/2010; 160; 80; SALE AND SERVICE FIXED INSURANCE PRODUCTS ; (3) NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; YES; 807 CAMBORNE DR; ST LOUIS; MO; 63125; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 8/16/2010; 160; 160; SALES OF FIXED INSURANCE PRODUCTS ; (4) NAME OF ENTITY:LIFE SETTLEMENTS; NO; 807 CAMBORNE DR; SAINT LOUIS; MO; 63125; LIFE SETTLEMENT; INDEPENDENT INSURANCE AGENT; 10/1/2020; 5; 5; REFERRING/ARRANGING AND/OR FACILITATING LIFE SETTLEMENTS ; (5) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED NO; ADDRESS: 807 CAMBORNE DR; ST. LOUIS; MO; 63125; NATURE OF BUSINESS: CONDO RENTAL ; START DATE : 09/2021 POSITION/TITLE/RELATIONSHIP: LANDLORD/ OWNER; APX NUMBER OF HOURS PER WEEK: 0-2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: LANDLORD/PROPERTY OWNER ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-09-21 |
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