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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
NJ RA APPROVED 2023-08-10
TX RA APPROVED_RES 2023-08-10
  • NJ RA
    APPROVED
    Since 2023-08-10
  • TX RA
    APPROVED_RES
    Since 2023-08-10

Branch Locations

2317 Rt 34 St 1D & 1E, Manasquan, NJ 08736 • 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
Minnesota Life Insurance Company St. Paul MN 08/2017 08/2023
Securian Financial Services Inc St. Paul MN 08/2017 08/2023
Allied Wealth Partners Parsippany NJ 07/2016 Present
Adelphi University Graduate School Garden City NY 08/2016 06/2017
Allied Wealth Partners Parsippany NJ 06/2017 08/2017
Cetera Wealth Services, Llc Manasquan NJ 08/2023 Present
Cetera Investment Advisers Llc Schaumburg IL 08/2023 Present
  • 08/2017 → 08/2023
    Minnesota Life Insurance Company
    St. Paul, MN
  • 08/2017 → 08/2023
    Securian Financial Services Inc
    St. Paul, MN
  • 07/2016 → Present
    Allied Wealth Partners
    Parsippany, NJ
  • 08/2016 → 06/2017
    Adelphi University Graduate School
    Garden City, NY
  • 06/2017 → 08/2017
    Allied Wealth Partners
    Parsippany, NJ
  • 08/2023 → Present
    Cetera Wealth Services, Llc
    Manasquan, NJ
  • 08/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2017-10-20 → 2023-08-10
    Securian Financial Services, Inc.
    Parsippany, NJ
    Manasquan, NJ
    Parsippany, NJ
    St. Paul, MN
Other Businesses

ALLIED WEALTH PARTNERS, 14 WALSH DR PARSIPPANY NJ 07054, INVESTMENT REALATED, FIXED INSURANCE AGENT, 07/2015-ONGOING, 1-3 HOURS PER MONTH , 1-3 TRADE HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-13
  • S66 Uniform Combined State Law Examination
    2017-10-13

View on SEC IAPD

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