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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-11-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cb&S Bank - Cb&S Financial Services Inc. | Huntsville | AL | 05/2023 | Present |
| Amanda Howard Sotheby's Realty | Huntsville | AL | 03/2021 | 04/2023 |
| Mississippi State University | Starkville | MS | 08/2017 | 11/2020 |
| Mississippi State Golf Course | Starkville | MS | 09/2017 | 04/2018 |
| Heritage Realty | Ruston | LA | 05/2018 | 08/2019 |
| My Golf Shop | Ruston | LA | 06/2016 | 02/2017 |
| Mechanical X Advantage | Philidelphia | PA | 05/2020 | 08/2020 |
| Unemployed | Ruston | LA | 03/2017 | 08/2017 |
| Unemployed | Ruston | LA | 12/2020 | 02/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2025 | 08/2025 |
| Cetera Investment Advisors, Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2024 APX NUMBER OF HOURS PER WEEK: 14 APX NUMBER OF HOURS DURING TRADING HOURS: 14 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: CB&S BANK - CB&S FINANCIAL SERVICES INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: BANK START DATE: 05/2023 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: CONDUCT BACK OFFICE AND CUSTOMER FACING ADMINISTRATIVE DUTIES FOR THREE FINANCIAL ADVISORS WITHIN THE DEPARTMENT;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-10 |
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