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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
MT RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • MT RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

3936 Avenue B Suite A, Billings, MT 59102 • 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
Iron Ridge Exteriors Billings MT 07/2010 05/2021
Clayton Sweet Billings MT 04/2017 Present
Cetera Wealth Services, Llc El Segundo CA 06/2021 Present
Voya Financial Advisors, Inc. Billings MT 07/2017 06/2021
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Sharp Financial Group Boise ID 02/2025 Present
  • 07/2010 → 05/2021
    Iron Ridge Exteriors
    Billings, MT
  • 04/2017 → Present
    Clayton Sweet
    Billings, MT
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 07/2017 → 06/2021
    Billings, MT
  • 06/2023 → Present
    Schaumburg, IL
  • 02/2025 → Present
    Sharp Financial Group
    Boise, ID
Previous Registrations
Other Businesses

1. NAME OF ENTITY:TOMORROW COME FOUNDATION; No; 2643 COUNTRY LANE; BILLINGS; MT; 59106; NON-PROFIT ORGANIZATION; BOARD MEMBER; 7/1/2017; 3; 1; ATTEND MEETINGS AND VOTING MEMBER PROVIDE SPONSORSHIP FUNDING. 2. NAME OF ENTITY:SWEET RENTAL PROPERTIES; No; 2643 COUNTRY LANE; BILINGS; MT; 59106; RENTAL PROPERTIES; OWNER; 1/1/2008; 10; 5; MANAGE OPERATION OF RENTAL PROPERTIES. 3. NAME OF ENTITY:SHARP FINANCIAL; Yes; 1844 BROADWATER AVE STE 5; BILLING; MT; 59102; FINANCIAL SERVICES/DBA; REP ADMIN; 7/21/2017; 160; 100; OFFICE MANAGEMENT AND ASSIST ADVISOR 4. NAME OF ENTITY:BRIGHT LITTLE STARS; No; 27 CUSTER AVE & 2499 GABLE RD; BILINGS; MT; 59106; PRESCHOOL & DAYCARE; OWNER/MAINTEINANCE; 1/1/2006; 5; 5; PROVIDE MAINTEINANCE|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 1844 BROADWATER AVE STE 5; BILLING; MT; 59102; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 7/21/2017; 160; 160; SALE OF FIXED INSURANCE PRODUCTS. 5. NAME OF ENTITY:Faith Chapel; No; 517 Shilo Rd; Billings; MT; 59106; Leading Mission trips locally and abroad.; Trip Leader; 6/1/2018; 5; 5; Organization and saftey of mission trips locally and abroad. 6. NAME OF OTHER BUSINESS: SHARP FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 7. NAME OF OTHER BUSINESS: CLAYTON SWEET INVESTMENTS AND INSURANCE LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-26
  • S66 Uniform Combined State Law Examination
    2017-09-26

View on SEC IAPD

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