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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2026-04-27 |
Branch Locations
927 Columbia Avenue W Suite A, Battle Creek, MI 49015 • United States
1611 W Centre Ave Suite 102, Portage, MI 49024 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allegiant Wealth Strategies | Battle Creek | MI | 11/2016 | Present |
| Structuretec | Kalamazoo | MI | 10/2006 | 10/2016 |
| Commonwealth Financial Network | Waltham | MA | 04/2017 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: ALLEGIANT WEALTH STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2016 POSITION/TITLE/RELATIONSHIP: CLIENT RELATIONSHIP MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: DELIVERING COMPREHENSIVE, CLIENT-CENTERED SOLUTIONS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-09 |
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