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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Virginia Tech | Blacksburg | VA | 08/2015 | 05/2019 |
| Egan, Berger & Weiner, Llc | Vienna | VA | 06/2019 | Present |
| Egan, Berger & Weiner, Llc | Vienna | VA | 05/2018 | 08/2018 |
| Iworks Corporation | Mclean | VA | 06/2017 | 08/2017 |
| Voya Financial Advisors, Inc. | Vienna | VA | 06/2019 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY:EGAN, BERGER & WEINER, LLC; Yes; 1919 GALLOWS RD STE 600; VIENNA; VA; 22182; FINANCIAL SERVICES/DBA; CLIENT SERVICE ASSOCIATE; 6/17/2019; 160; 160; ASSISTING WITH PREP AND UPKEEP OF CLIENT RECORDS AND FINANCIAL PLANS. 2. NAME OF ENTITY:W.T. WOODSON HIGH SCHOOL; No; 9525 MAIN STREET; FAIRFAX; VA; 22031; VARSITY DANCE; ASSISTANT DANCE COACH; 6/1/2019; 160; 160; ASSIST WITH DANCE SKILLS AND PERFORMANCES. WORK DIRECTLY WITH THE HICH SCHOOL DANCERS. 3. NAME OF ENTITY: Cuppett Performing Arts Center; No; 135 Park St; Vienna; VA; 22180; Teaching a Dance Team; Guest Instructor; 10/18/2020; 3; 0; Goal is to introduce groups of kids to the high school and college dance team style.| 4. NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: NOTARIAL SERVICES, START DATE: 09/2024, POSITION/TITLE/RELATIONSHIP: NOTARY, APX NUMBER OF HOURS PER WEEK: .005, APX NUMBER OF HOURS DURING TRADING HOURS: .005, BRIEF DESCRIPTION OF DUTIES: PROVIDE NOTARY SERVICES TO FIRM CLIENTS ONLY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-10 |
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