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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 | 2026-08-21 |
Branch Locations
655 W Broadway 12Th Fl , San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Navy | Twentynine Palms | CA | 06/2016 | 03/2023 |
| The Woodgroup Llc | San Diego | CA | 10/2022 | 10/2023 |
| San Diego State University | San Diego | CA | 12/2022 | 08/2024 |
| Ep Wealth Advisors, Llc. | San Diego | CA | 06/2024 | 09/2025 |
| Ucla Extension | Los Angeles | CA | 08/2024 | 01/2026 |
| Lpl Financial | San Diego | CA | 01/2026 | 03/2026 |
| Cetera Advisors Llc | Greenwood Village | CO | 04/2026 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2026 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | 07/2026 |
| Cetera Investment Advisers | Schaumburg | IL | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-02-12 |
| S65 | Uniform Investment Adviser Law Examination | 2026-01-22 |
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