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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-06-29
  • VA RA
    APPROVED
    Since 2023-06-29

Branch Locations

1919 Gallows Road Ste 600, Vienna, VA 22182 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2015 → 05/2019
    Virginia Tech
    Blacksburg, VA
  • 06/2019 → Present
    Egan, Berger & Weiner, Llc
    Vienna, VA
  • 05/2018 → 08/2018
    Egan, Berger & Weiner, Llc
    Vienna, VA
  • 06/2017 → 08/2017
    Iworks Corporation
    Mclean, VA
  • 06/2019 → 06/2021
    Vienna, VA
  • 06/2021 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-10
  • S66 Uniform Combined State Law Examination
    2019-09-10
Designations

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