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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks | El Segundo | CA | 04/2023 | 06/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Bayfront Benefit Solutions, Inc | Erie | PA | 08/2019 | Present |
| Composiflex, Inc. | Erie | PA | 09/2015 | 07/2019 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2024 | Present |
1. NAME OF OTHER BUSINESS: BAYFRONT BENEFIT SOLUTIONS, INC, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 08/2019 POSITION/TITLE/RELATIONSHIP: BENEFITS SPECIALIST APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: NSURANCE BROKER, INCLUDING HEALTH INSURANCE AND LIFE INSURANCE. 2. NAME OF OTHER BUSINESS: BAYFRONT WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-11 |
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