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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 | 2023-06-29 |
Branch Locations
16475 Dallas Pkwy Ste 325, Addison, TX 75001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jeff Schneider & Associates | Addison | TX | 07/1973 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 06/2023; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH; 2.NAME OF OTHER BUSINESS: JEFF SCHNEIDER & ASSOCIATES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES AND TAX PREPARATION; START DATE: 06/2023; POSITION/TITLE/RELATIONSHIP: OWNER/TAX PREPARER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES, TAX PREPARATION AND ACCOUNTING SERVICES; 3. NAME OF OTHER BUSINESS: THE EPIC BIG BAND INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL NATURE OF BUSINESS: MUSIC/ ENTERTAINMENT START DATE: 11/02/2015 POSITION/TITLE/RELATIONSHIP: GUITAR PLAYER APX NUMBER OF HOURS PER WEEK: 3 HOURS APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: GUITARIST IN BAND.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-06-25 |
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