Allissabeth Brooke Whittle

Current Employers

Cetera Investment Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2024-03-21
IN	RA	APPROVED	2024-03-21

ID RA
APPROVED

Since 2024-03-21
IN RA
APPROVED

Since 2024-03-21

Branch Locations

Sellersburg, IN • United States

1858 E 1St St, Idaho Falls, ID 83401 • United States

416 South 4Th Avenue, Pocatello, ID 83201 • 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

Organization	City	State	From	To
Cornerstone Financial Advisors	Idaho Falls	ID	04/2023	Present
Xy Planning Network	Bozeman	MT	10/2021	02/2023
Htsg Cpas + Advisors	Springfield	MO	06/2021	06/2022
Brigham Young University - Idaho	Rexburg	ID	09/2020	07/2022
Unemployed	South Jordan	UT	05/2017	09/2020
Ashley Sheldon	Peoria	AZ	08/2016	05/2017
Cornerstone Tax Services	Idaho Falls	ID	04/2023	Present
Cetera Advisors	St Cloud	MN	03/2023	06/2023
Cetera Advisors Llc	St Cloud	MN	06/2023	Present
Cetera Investment Advisers Llc	Schaumburg	IL	03/2024	Present

04/2023 → Present

Cornerstone Financial Advisors

Idaho Falls, ID
10/2021 → 02/2023

Xy Planning Network

Bozeman, MT
06/2021 → 06/2022

Htsg Cpas + Advisors

Springfield, MO
09/2020 → 07/2022

Brigham Young University - Idaho

Rexburg, ID
05/2017 → 09/2020

Unemployed

South Jordan, UT
08/2016 → 05/2017

Ashley Sheldon

Peoria, AZ
04/2023 → Present

Cornerstone Tax Services

Idaho Falls, ID
03/2023 → 06/2023

Cetera Advisors

St Cloud, MN
06/2023 → Present

Cetera Advisors Llc

St Cloud, MN
03/2024 → Present

Cetera Investment Advisers Llc

Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: CORNERSTONE FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: CORNERSTONE TAX SERVICES, INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 04/2023, POSITION/TITLE/RELATIONSHIP: STAFF ACCOUNTANT, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: PREPARE INDIVIDUAL TAX RETURNS; 3. NAME OF OTHER BUSINESS: CORNERSTONE ADVISORY GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE:04/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 12/2023, LESS THAN 1 HOUR PER WEEK, NOT DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-10-07

S66 Uniform Combined State Law Examination

2023-10-07

Other Names

Allissabeth Brooke Johnson
Alli Johnson
Alli Whittle

View on SEC IAPD