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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-22 |
Branch Locations
5075 Shoreham Place Suite 280, San Diego, CA 92122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | San Diego | CA | 02/2017 | 08/2023 |
| Wells Fargo | Santee | CA | 03/2016 | 02/2017 |
| Unemployed | San Diego | CA | 09/2023 | 06/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 07/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | Present |
1. NAME OF OTHER BUSINESS: TAX & FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE, SECURITIES, AND ADVISORY SERVICES START DATE: 08/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING INSURANCE, SECURITIES AND ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-29 |
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