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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 | 2024-08-09 |
| AZ | RA | APPROVED | 2024-07-29 |
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 |
|---|---|---|---|---|
| Arizona Country Club | Phoenix | AZ | 09/2021 | Present |
| Hinsdale Racquet Club | Hinsdale | IL | 10/2019 | 08/2021 |
| Five Seasons Family Sports Club | Burr Ridge | IL | 11/2018 | 10/2019 |
| Doordash | Hurst | TX | 09/2018 | 11/2018 |
| Old Oaks Country Club | Purchase | NY | 05/2018 | 09/2018 |
| University Of Arizona | Tucson | AZ | 08/2015 | 05/2018 |
| Northwestern Mutual | Dallas | TX | 06/2017 | 08/2017 |
| Renaissance Financial | Phoenix | AZ | 05/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | Present |
1. NAME OF OTHER BUSINESS: ARIZONA COUNTRY CLUB INVESTMENT RELATED: NO ADDRESS: 5668 E ORANGE BLOSSOM LANE PHOENIX, AZ 85018 NATURE OF BUSINESS: TENNIS INSTRUCTION START DATE: 09/2021 POSITION/TITLE/RELATIONSHIP: TENNIS PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: TENNIS INSTRUCTION 2. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: May 2024 POSITION/TITLE/RELATIONSHIP: Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: OFFER SECURITIES, INSURANCE AND ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-24 |
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