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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2018 | 08/2021 |
| Hobby Lobby | Upland | CA | 03/2015 | 12/2017 |
| Cetera Advisors Llc | Denver | CO | 05/2018 | 08/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2018 | 08/2021 |
| First Allied Securities, Inc. (Fasi) | San Diego | CA | 05/2018 | 08/2021 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 05/2018 | 08/2021 |
| Cetera Investment Services Llc | St Cloud | MN | 05/2018 | 08/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 08/2021 | 03/2022 |
| First Allied Securities, Inc. (Fasi) | San Diego | CA | 08/2021 | 03/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 08/2021 | 03/2022 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2021 | 03/2022 |
| Cetera Advisors Llc | Denver | CO | 08/2021 | 03/2022 |
| Fidelity Investments | Los Angeles | CA | 03/2022 | Present |
| California State Polytechnic University | Pomona | CA | 06/2013 | 05/2017 |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
OBA-111142|OrgNmn:Levy|Org Addr:Pasadena,California,US|OBA Nature:Hospitality|Invst Rel:N|Title:Employee|Duties:attend to Suites patrons and deliver food and drinks|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-16 |
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