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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 | 2021-02-24 |
| MN | RA | APPROVED | 2021-02-12 |
Branch Locations
400 1St St S Ste 300, St Cloud, MN 56301 • United States
Woodbury, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Saint Cloud | MN | 07/2013 | 06/2020 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2014 | 06/2020 |
| Investors Capital Corp | Lynnfield | MA | 02/2015 | 11/2016 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2014 | 06/2020 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2014 | 06/2020 |
| Cetera Advisors Llc | Denver | CO | 08/2014 | 06/2020 |
| Legend Equities Corporation | Palm Beach Gardens | FL | 02/2015 | 12/2016 |
| First Allied Securities, Inc. | San Diego | CA | 02/2015 | 06/2020 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 02/2015 | 06/2020 |
| Girard Securities, Inc. | San Diego | CA | 11/2015 | 11/2017 |
| Vsr Financial Services, Inc. | Overland Park | KS | 11/2015 | 11/2016 |
| Cetera Investment Services Llc | St Cloud | MN | 02/2021 | Present |
| Cetera Investment Advisers Llc | St Cloud | MN | 02/2021 | Present |
| 2Elevate, Llc | Woodbury | MN | 06/2020 | Present |
1.) 2ELEVATE, LLC, RETIREMENT PLAN CONSULTANT, 50% OWNER WITH WIFE OTHER 50% OWNER, PROVIDE RESEARCH AND EDUCATION ON GOVERNMENT FILINGS, 5-20HRS/WK 2.) PERSONAL REPRESENTATIVE OF MOTHER'S ESTATE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-04 |
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-30 |
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