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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2018-11-20 |
Branch Locations
1801 S. Meyers Road Suite 300, Oakbrook Terrace, IL 60181 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cray, Kaiser Ltd. | Oarkbrook Terrace | IL | 01/2003 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2018 | Present |
1. NAME OF OTHER BUSINESS: CRAY, KAISER LTD. INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PROFESSIONAL ACCOUNTING; START DATE: 01/2003; POSITION/TITLE/RELATIONSHIP: CPA APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: ASSURANCE, TAX COMPLIANCE, BUSINESS CONSULTING, POWER OF ATTORNEY TO DISCUSS TAX ONLY MATTERS ON CLIENTS BEHALF WITH VARIOUS GOVERNMENTAL AGENCIES; 2. HARRIS FARM HOMEOWNERS ASSOCIATION; EOLA, IL; NON INVESTMENT RELATED; TREASURER; SINCE 08/2007; 4 HRS/MO; PART OF HOMEOWNERS ASSOCIATION
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-19 |
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