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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-07-13 |
| MI | RA | APPROVED | 2019-06-19 |
Branch Locations
33533 W Twelve Mile Rd Suite 310, Farmington Hls, MI 48331 • United States
1702 E. Highland Ave Suite 204, Phoenix, AZ 85016 • United States
Whitmore Lake, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Southfield | MI | 12/1998 | 06/2019 |
| Foresters Advisory Services | Southfield | MI | 08/2012 | 06/2019 |
| Cetera Investment Advisers Llc | Phoenix | AZ | 06/2019 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 06/2019 | Present |
1. CHAIRPERSON, ENDOWMENT FUND COMMITTEE AT ST PAUL'S EVANGELICAL LUTHERN CHURCH, 1/HR/WK; 2. RIDGE FARMS LLC, 100% OWNER; FARMING AND HUNTING LEASE, SALE OF TIMBER, AND BARN RENTALS; 6-7 HRS/WK 3. NOTARY, 0.1/HRS/WK
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-02-01 |
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