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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-10-26 |
Branch Locations
3330 Old Glenview Road Suite 7, Wilmette, IL 60091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Siegel Accounting & Financial Services | Wilmette | IL | 09/2016 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2016 | Present |
| Loza Law Offices P.C. | Des Plaines | IL | 10/2012 | 09/2016 |
| Marvin M Siegel, Cpa Pc | Wilmette | IL | 09/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2023 | Present |
1) MARVIN M SIEGEL, CPA PC, NOT INVESTMENT RELATED, ADDRESS IS SAME AS REGISTERED LOCATION, TAX AND ACCOUNTING, START DATE: 9/2016 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE, 40H/WEEK, DESCRIPTION OF DUTIES: DATA ENTRY 2) SIEGEL ACCOUNTING AND FINANCIAL SERVICES, INVESTMENT RELATED: ADDRESS IS SAME AS REGISTERED LOCATION, FINANCIAL SERVICES AND DBA FOR INVESTMENT BUSINESS, START DATE: 9/2016, POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE, 40H/WEEK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-20 |
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