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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-22 |
| KS | RA | APPROVED | 2023-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Financial Services | Newton | KS | 03/2016 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 10/2019 | Present |
| Cetera Investment Advisers Llc | Newton | KS | 05/2023 | Present |
1) TREASURER FOR GOESSEL RECREATION COMMISSION, HANDLE BOOKKEEPING AND BUDGET PROCESSING-NO CHECK WRITING PRIVILEGES OR ACCESS TO BANK ACCOUNTS, LESS THAN 1/HR/WK 2) TREASURER FOR GOESSEL BLUEBIRD BACKERS, BALANCE ACCOUNTS RECONCILE STATEMENTS, PROVIDE REPORTS AT MEETINGS AND KEEP TRACK OF SPENDING/INCOMING FUNDS, GENERATE PAYMENTS TO BE PAID OUT, DOES NOT HAVE ACCESS TO BANK ACCOUNTS NOR A SIGNOR ON ACCOUNTS, 1/2/HR/WK;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-05 |
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