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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-16 |
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 |
|---|---|---|---|---|
| Independent Financial Group Llc | San Diego | CA | 10/2013 | 07/2017 |
| Cuso Financial Services, Lp | San Diego | CA | 08/2018 | 07/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 09/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2025 | Present |
| Niagara International Capital Limited | San Diego | CA | 07/2017 | 04/2018 |
| Chalice Wealth Advisors | San Diego | CA | 01/2018 | 08/2018 |
| Chalice Capital Partners, Llc | San Diego | CA | 04/2018 | 08/2018 |
| Cetera Advisors Llc | Greenwood Village | CA | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2012-11-09 |
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