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Jacquelyn Lev

Cetera Investment Advisers LLC

Schaumburg, IL

Rio Rancho, NM

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2023-07-26
TX RA APPROVED 2022-09-19
  • NM RA
    APPROVED
    Since 2023-07-26
  • TX RA
    APPROVED
    Since 2022-09-19

Branch Locations

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Rio Rancho, NM • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pilot Thomas Petroleum Victoria TX 08/2015 09/2016
Victoria Independent School District Victoria TX 01/2016 02/2017
Cetera Investment Services Llc Victoria TX 02/2017 09/2022
Cetera Investment Advisers Llc Victoria TX 09/2017 09/2022
South Star Wealth Management Llc Victoria TX 02/2017 09/2022
Cetera Investment Advisers Llc Schaumburg IL 09/2022 Present
Cetera Financial Specialists Llc Schaumburg IL 09/2022 Present
Jacquelyn Lev Cpa Victoria TX 05/2021 06/2026
Cetera Advisors Llc Greenwood Village CO 06/2026 Present
  • 08/2015 → 09/2016
    Pilot Thomas Petroleum
    Victoria, TX
  • 01/2016 → 02/2017
    Victoria Independent School District
    Victoria, TX
  • 02/2017 → 09/2022
    Cetera Investment Services Llc
    Victoria, TX
  • 09/2017 → 09/2022
    Cetera Investment Advisers Llc
    Victoria, TX
  • 02/2017 → 09/2022
    South Star Wealth Management Llc
    Victoria, TX
  • 09/2022 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 09/2022 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 05/2021 → 06/2026
    Jacquelyn Lev Cpa
    Victoria, TX
  • 06/2026 → Present
    Cetera Advisors Llc
    Greenwood Village , CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-15
  • S66 Uniform Combined State Law Examination
    2017-09-15
Other Names
  • Jacquelyn Kay Rath
  • Jacquelyn Kay Fitzgerald
  • Jacquelyn Kay Lev

View on SEC IAPD

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