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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| OH | RA | APPROVED | 2025-12-22 |
Branch Locations
30505 Bainbridge Rd Ste 160, Solon, OH 44139 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Balanced Financial Concepts | Solon | OH | 05/2023 | Present |
| Toyota Of Kent | Kent | OH | 01/2022 | 04/2023 |
| Rocknees | Cuyahoga Falls | OH | 01/2020 | 12/2020 |
| Zeppes Pizza | Green | OH | 01/2021 | 12/2021 |
| Pine Ridge Country Club | Wickliffe | OH | 01/2015 | 12/2019 |
| Cetera Advisors | St Cloud | MN | 05/2023 | 02/2025 |
| Cetera Advisors | St Cloud | MN | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2025 | Present |
1. NAME OF OTHER BUSINESS: BALANCED FINANCIAL CONCEPTS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: NOTE TAKING IN CLIENT MEETINGS, ASSIST WITH CLIENT DATA GATHERING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
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