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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 | 2025-03-26 |
| MN | RA | APPROVED | 2024-09-23 |
Branch Locations
400 1St Street So Ste 300, St Cloud, MN 56301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | Saint Clound | MN | 04/2024 | Present |
| Medical Solutions | Omaha | NE | 09/2022 | 04/2024 |
| Ultimus Leverpoint Fund Solutions | Clifton Park | NY | 10/2021 | 09/2022 |
| Amuzement Enterprises | Vancouver | WA | 11/2020 | 10/2021 |
| Planet Fitness | Minnetonka | MN | 08/2019 | 07/2020 |
| Instacart | Vancouver | WA | 07/2020 | 11/2020 |
| Foreign Student | Nizhny Novgorod | 06/2018 | 08/2019 | |
| University Of Minnesota - Duluth Dining Services | Duluth | MN | 09/2015 | 05/2018 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Cetera Advisors Llc | St. Cloud | MN | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-19 |
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