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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
TX RA APPROVED 2024-09-11
OH RA APPROVED 2024-03-21
  • TX RA
    APPROVED
    Since 2024-09-11
  • OH RA
    APPROVED
    Since 2024-03-21

Branch Locations

3989 Broadway Suite 1031, Grove City, OH 43123 • United States

778 Northwest Blvd, Columbus, OH 43212 • 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
Morgan Stanley Wealth Management Beavercreek OH 01/2018 02/2021
Edward Jones Investments Beavercreek OH 08/2017 12/2017
Edward Jones Investments Beavercreek OH 06/2017 08/2017
Franklin Univesity Columbus OH 01/2017 05/2017
Springfield Police Division Springfield OH 07/2008 12/2016
Morgan Stanley Private Bank, N.A. New York NY 09/2019 02/2021
Guardian Life Insurance Company West Chester OH 02/2021 04/2021
Park Avenue Securities Llc West Chester OH 02/2021 04/2021
Morgan Stanley Private Bank, N.A New York NY 09/2019 04/2021
Cetera Advisors Llc St. Cloud MN 04/2021 Present
Thrive Peer Support Solon OH 12/2022 08/2023
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
Liberty Ridge Wealth Partners Dba/Liberty Ridge Partners Llc Grove City OH 03/2026 Present
Liberty Wealth Partners Llc Grove City OH 03/2026 Present
  • 01/2018 → 02/2021
    Morgan Stanley Wealth Management
    Beavercreek, OH
  • 08/2017 → 12/2017
    Edward Jones Investments
    Beavercreek, OH
  • 06/2017 → 08/2017
    Edward Jones Investments
    Beavercreek, OH
  • 01/2017 → 05/2017
    Franklin Univesity
    Columbus, OH
  • 07/2008 → 12/2016
    Springfield Police Division
    Springfield, OH
  • 09/2019 → 02/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 02/2021 → 04/2021
    Guardian Life Insurance Company
    West Chester, OH
  • 02/2021 → 04/2021
    West Chester, OH
  • 09/2019 → 04/2021
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 04/2021 → Present
    Cetera Advisors Llc
    St. Cloud, MN
  • 12/2022 → 08/2023
    Thrive Peer Support
    Solon, OH
  • 03/2024 → Present
    Schaumburg, IL
  • 03/2026 → Present
    Liberty Ridge Wealth Partners Dba/Liberty Ridge Partners Llc
    Grove City, OH
  • 03/2026 → Present
    Liberty Wealth Partners Llc
    Grove City, OH
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2023; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE; 2. NAME OF OTHER BUSINESS: GREATER MONTGOMERY COUNTY CRITICAL INCIDENT STRESS MANAGEMENT; INVESTMENT RELATED: NO; ADDRESS: 6056 DAYTON SPRINGFIELD ROAD SPRINGFIELD, OH 45502; NATURE OF BUSINESS: NON PROFIT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: FINANCIAL OVERSIGHT OF CASH FLOW, REVIEWING FINANCIAL STATEMENTS, LOOKING FOR RED FLAGS, MAKING SURE INTERNAL CONTROLS ARE IN PLACE, FINANCIAL REPORTING TO THE BOARD, AND HELPING WITH BUDGETS; 3) NAME OF OTHER BUSINESS: Liberty Ridge Partners LLC DBA Liberty Ridge Wealth Partners INVESTMENT RELATED: YES, ADDRESS: 5933 HONEY FARM WAY GROVE CITY OH 43123 NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/05/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: Offering securities, advisory, and insurance services. 4) NAME OF OTHER BUSINESS: LIBERTY WEALTH PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: 5933 HONEY FARM WAY GROVE CITY OH 43123 NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/17/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR THE DAY-TO-DAY OPERATIONS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-03
S63 Uniform Securities Agent State Law Examination 2019-03-14
  • S65 Uniform Investment Adviser Law Examination
    2019-07-03
  • S63 Uniform Securities Agent State Law Examination
    2019-03-14
Designations

View on SEC IAPD

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