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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2018-01-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists | Schaumburg | IL | 11/2017 | 01/2018 |
| Brs Cpas And Advisors Pc | Springfield | MO | 07/2002 | Present |
| Cetera Financial Specialists, Llc | Schaumburg | IL | 01/2018 | Present |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 01/2018 | Present |
| Brs Wealth Management | Springfield | MO | 11/2017 | Present |
1) BRS CPAS AND ADVISORS PC, SPRINGFIELD, MO; CPA FIRM; TAX ACCOUNTING AND ATTEST SERVICES; SINCE 07/2002, 55 HRS/WK; PART OWNER 2) NAME OF OTHER BUSINESS: BRS WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: WEALTH MANAGEMENT / FINANCIAL SERVICES; START DATE: 11/2017; POSITION/TITLE/RELATIONSHIP: OWNER / ADVISOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, DISCUSS FINANCIAL SITUATION WITH CLIENTS, IMPLEMENT STRATEGY, ON-GOING REVIEWS; 3)NAME OF OTHER BUSINESS: BRS CPAS AND ADVISORS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CPA; START DATE: 7/2002; POSITION/TITLE/RELATIONSHIP: LIMITED POA; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-15 |
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