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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-15
  • TX RA
    APPROVED
    Since 2026-07-15

Branch Locations

541 Silicon Dr Ste 101, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Uber Eats San Francisco CA 05/2018 03/2023
Creative Sales Consulting Euless TX 05/2019 08/2019
Enterprise Rent-A-Car Texarkana TX 06/2020 09/2021
Creative Sales Consulting Fort Worth TX 09/2021 04/2024
Full Time Education Texarkana TX 08/2016 05/2020
Charles Schwab & Co., Inc Westlake TX 04/2024 Present
Cetera Financial Specialists Llc Schaumburg IL 01/2026 Present
Farpointe Wealth Partners, Llc Southlake TX 12/2025 Present
Farpointe Wealth Advisors, Llc Southlake TX 12/2025 Present
Highpoint Financial Group, Llc Tulsa OK 01/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 07/2026 Present
  • 05/2018 → 03/2023
    Uber Eats
    San Francisco, CA
  • 05/2019 → 08/2019
    Creative Sales Consulting
    Euless, TX
  • 06/2020 → 09/2021
    Enterprise Rent-A-Car
    Texarkana, TX
  • 09/2021 → 04/2024
    Creative Sales Consulting
    Fort Worth, TX
  • 08/2016 → 05/2020
    Full Time Education
    Texarkana, TX
  • 04/2024 → Present
    Charles Schwab & Co., Inc
    Westlake, TX
  • 01/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 12/2025 → Present
    Farpointe Wealth Partners, Llc
    Southlake, TX
  • 12/2025 → Present
    Farpointe Wealth Advisors, Llc
    Southlake, TX
  • 01/2026 → Present
    Highpoint Financial Group, Llc
    Tulsa, OK
  • 07/2026 → Present
    Schaumburg, IL
Other Businesses

1) FARPOINTE WEALTH PARTNERS, LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR INVESTMENT/WEALTH MANAGEMENT; CLIENT SERVICE ASSOCIATE; SINCE 12/2025; 120 HRS/MO 2) FARPOINTE WEALTH ADVISORS, LLC; SAME AS REGISTERED LOCATION; INVESTMENT RELATED; DBA FOR FINANCIAL SERVICES; CLIENT SERVICE ASSOCIATE; SINCE 12/2025; 80 HRS/MO 3) NAME OF OTHER BUSINESS: HIGHPOINT FINANCIAL GROUP, LLC; INVESTMENT RELATED: YES; ADDRESS: 8282 S. MEMORIAL DR., STE. 106 TULSA, OK 74133; NATURE OF BUSINESS: FINANCIAL SERVICES AND PLANNING; START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: PROVIDE SUPPORT SERVICES TO BOTH FARPOINTE AND HIGHPOINT;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-02
S63 Uniform Securities Agent State Law Examination 2024-08-22
  • S66 Uniform Combined State Law Examination
    2026-06-02
  • S63 Uniform Securities Agent State Law Examination
    2024-08-22

View on SEC IAPD

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