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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Infocus Financial Advisors | Salisbury | MD | 03/2024 | 01/2025 |
| Salisbury University | Salisbury | MD | 08/2022 | 09/2025 |
| Camp Hill School District | Camp Hill | PA | 08/2014 | 08/2022 |
| Comprehensive Financial Solutions | Salisbury | MD | 01/2025 | Present |
| Hoppers Tap House | Salisbury | MD | 08/2025 | Present |
| Cetera Advisors Llc | St Cloud | MN | 03/2024 | 09/2025 |
| Cetera Advisors Llc | St Cloud | MN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2026 | Present |
1. NAME OF OTHER BUSINESS: COMPREHENSIVE FINANCIAL SOLUTIONS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 01/2025 POSITION/TITLE/RELATIONSHIP: OPERATIONS ASSOCIATE APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS:20 BRIEF DESCRIPTION OF DUTIES: WORK FOR LEAD ADVISORS PERFORMING DAY TO DAY OPERATIONAL TASKS; 2. NAME OF OTHER BUSINESS: HOPPERS TAP HOUSE INVESTMENT RELATED: NO ADDRESS: SALISBURY, MD NATURE OF BUSINESS: ENTERTAINMENT START DATE: 08/2025 POSITION/TITLE/RELATIONSHIP: SECURITY GUARD APX NUMBER OF HOURS PER WEEK: 16 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SECURITY GUARD - CHECK ID'S AT DOOR;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-10 |
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