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Jonna Purse Todd

Cetera Investment Advisers LLC

Astoria, NY

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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
AL RA APPROVED 2026-06-10
NY RA APPROVED 2026-06-10
  • AL RA
    APPROVED
    Since 2026-06-10
  • NY RA
    APPROVED
    Since 2026-06-10

Branch Locations

28-31 31St Street, Astoria, NY 11102 • 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
Ameriprise Financial Services, Inc. Birmingham AL 09/2006 10/2016
Alma Bank Astoria NY 12/2024 Present
Cetera Investment Advisers Llc Astoria NY 06/2026 Present
Cetera Investment Services Llc St Cloud MN 06/2026 Present
Regions Bank Birmingham AL 10/2016 12/2024
Cetera Investment Advisers Llc Birmingham AL 10/2016 12/2024
Cetera Investment Services Llc St.CLoud MN 10/2016 12/2024
  • 09/2006 → 10/2016
    Ameriprise Financial Services, Inc.
    Birmingham, AL
  • 12/2024 → Present
    Alma Bank
    Astoria, NY
  • 06/2026 → Present
    Cetera Investment Advisers Llc
    Astoria, NY
  • 06/2026 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 10/2016 → 12/2024
    Regions Bank
    Birmingham, AL
  • 10/2016 → 12/2024
    Cetera Investment Advisers Llc
    Birmingham, AL
  • 10/2016 → 12/2024
    Cetera Investment Services Llc
    St.CLoud, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-02-09
  • S66 Uniform Combined State Law Examination
    2007-02-09
Other Names
  • Jonna Brooke Purse
  • Jonna P Todd
  • Jonna B Todd
  • Jonna B Purse

View on SEC IAPD

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