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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_RES | 2026-01-06 |
| NY | RA | APPROVED | 2025-07-21 |
Branch Locations
720 East Jericho Turnpike, Huntington Station, NY 11746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2017 | 07/2025 |
| Bradley Lux Investing- Dba Conservative Wealth | Huntington Sta | NY | 07/2017 | 03/2018 |
| Relamit | Bohemia | NY | 06/2015 | 06/2017 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 03/2018 | 07/2025 |
| Cetera Wealth Services Llc | El Segundo | CA | 07/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
1. NAME OF OTHER BUSINESS: CONSERVATIVE WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/2018 POSITION/TITLE/RELATIONSHIP: ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-12-15 |
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