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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 | 2026-07-14 |
Branch Locations
3131 Camino Del Rio N Ste 300, San Diego, CA 92108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oak Valley Middle School | San Diego | CA | 02/2016 | 06/2017 |
| Del Norte High School | San Diego | CA | 08/2017 | 06/2021 |
| Flippin Pizza | San Diego | CA | 08/2019 | 05/2020 |
| In N Out Burger | San Diego | CA | 06/2018 | 06/2019 |
| Colorado State University | Fort Collins | CO | 08/2021 | 05/2022 |
| Mesa Junior College | San Diego | CA | 08/2022 | 05/2023 |
| Boise State University | Boise | ID | 08/2023 | 05/2025 |
| Brigantine Del Mar | San Diego | CA | 08/2022 | 05/2023 |
| Northwestern Mutual | Boise | ID | 01/2024 | 06/2024 |
| Everstead Financial Group | San Diego | CA | 01/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | 02/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: EVERSTEAD FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 1/2026 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICES ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE SUPPORT AND OPERATONAL SUPPORT FOR FINANCIAL PROFESSIONALS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-13 |
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