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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 | 2019-05-18 |
Branch Locations
10950 Lincoln Trail, Fairview Heights, IL 62208 • United States
Germantown, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Fairview Heights | IL | 01/2006 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 02/2017 | 12/2017 |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2018 | Present |
1. REGIONS BANK WEALTH ADVISOR, DEAL WITH HIGH NET WORTH INDIVIDUAL CLIENTS, LOANS, TRUSTS, MORTGAGE, INSURANCE OR ESTATE PLANNING. 2. BOARD MEMBER CYSTIC FIBROSIS FOUNDATIONS AND HOSPICE OF SOUTHERN ILLINOIS; 4 HOURS PER QUARTER 3. MONAT, HAIR PRODUCTS, COMPENSATION FOR OTHERS ORDERING PRODUCTS. 4. ST. BONIFACE PARISH, ASSIST THE CHILDREN DURING RELIGION CLASS, 3HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-17 |
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