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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centier Retirement Plan Services | Valparaiso | IN | 01/2018 | 03/2018 |
| Centier Bank | Merrillville | IN | 01/2016 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 01/2026 | Present |
| Cetera Investment Advisers Llc | Merrillville | IN | 02/2026 | Present |
1. DIRECTOR OF CENTIER BANK'S TRUST, SAFE HARBOR, AND INVESTMENT SERVICES TEAMS. HR, LEADERSHIP, AND BUSINESS DEVELOPMENT RESPONSIBILITIES; MEET WITH TRUST CLINETS AND PARTICIPATE IN PROPOSAL GENERATION AND RFP RESPONSES; PARTICIPATES IN STRATEGIC LEVEL OR ASSET ALLOCATION DISCUSSIONS; 2. BOARDMEMBER, BOARD OFFICER, AND CHAIR OFINVESTMENT COMMITTEE AT PORTER COUNTY COMMUNITY FOUNDATION; ATTEND ALL BOARD AND EXECUTIVE MEETINGS AND CHAIR QUARTERLY INVESTMENT COMMITTEE MEETINGS; STRATEGIC OR ASSET ALLOCATION DISCUSSIONS REGARDING PORTFOLIO; 1 HR/WK; 3. ADVISORY BOARDMEMBER AT FIRST THINGS FIRST PORTER COUNTY; ATTEND BI-MONTHLY MEETINGS AND COMMUNITY EVENTS; OFFER INPUT ON PROGRAMS AND POLICIES AND PARTICIPATE IN STRATEGIC PLANNING PROCESS; 1 HR/WK; 4. ADVISORY BOARDMEMBER AT MAINSTREET INVESTMENT ADVISORS, LLC; ATTEND ALL ADVISORY BOARD MEETINGS, PROVIDE LEADERSHIP, FEEDBACK AND ADVICE AS NEEDED, STRATEGIC PLANNING; 1 HR/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
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