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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-05 |
| AZ | RA | APPROVED | 2024-12-16 |
Branch Locations
3131 E Camelback Road Suite 100, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| North Star Resource Group | San Diego | CA | 06/2023 | 08/2023 |
| Wealth Navigation Advisors | San Diego | CA | 06/2022 | 08/2022 |
| Allen's Flowers | San Diego | CA | 06/2020 | 08/2020 |
| First Allied Securities | San Diego | CA | 06/2017 | 08/2017 |
| First Allied Securities | San Diego | CA | 06/2018 | 08/2018 |
| Southern Methodist University | Dallas | TX | 08/2020 | 05/2024 |
| Torrey Pines High School | San Diego | CA | 08/2016 | 05/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | Present |
| Unemployed | Dallas | TX | 05/2024 | 09/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2024 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-30 |
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