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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Sarasota | FL | 04/2010 | Present |
| Cetera Investment Services | St Cloud | MN | 11/2016 | Present |
1) REGIONS BANK; WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS AND CREDIT CARD PRODUCTS. 2) FIXED INSURANCE SALES THROUGH BANK 3) COMMUNITY BOARD MEMBER OF YMCA OF SOUTHEWEST FLORIDA (LAKEWOOD RANCH BRANCH); .5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-11 |
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