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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
MD RA APPROVED 2024-09-04
  • MD RA
    APPROVED
    Since 2024-09-04

Branch Locations

2101 Gaither Rd Suite 600, Rockville, MD 20850 • 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
Bullis School Potomac MD 05/2017 08/2019
King Street Oyster Bar Potomac MD 05/2021 08/2021
Rosenblatt Securities New York NY 05/2023 07/2023
Full-Time Education Gaithersburg MD 05/2014 05/2017
Full-Time Education Columbus OH 08/2019 05/2021
Full-Time Education Columbus OH 08/2021 05/2023
Full Time Education Columbus OH 07/2023 Present
Financial Advantage Associates Rockville MD 06/2024 Present
Cetera Wealth Services, Llc El Segundo CA 06/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2024 Present
  • 05/2017 → 08/2019
    Bullis School
    Potomac, MD
  • 05/2021 → 08/2021
    King Street Oyster Bar
    Potomac, MD
  • 05/2023 → 07/2023
    Rosenblatt Securities
    New York, NY
  • 05/2014 → 05/2017
    Full-Time Education
    Gaithersburg, MD
  • 08/2019 → 05/2021
    Full-Time Education
    Columbus, OH
  • 08/2021 → 05/2023
    Full-Time Education
    Columbus, OH
  • 07/2023 → Present
    Full Time Education
    Columbus, OH
  • 06/2024 → Present
    Financial Advantage Associates
    Rockville, MD
  • 06/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 09/2024 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: FINANCIAL ADVANTAGE ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL aDVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 33 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES TO CLIENTS OF THE FIRM;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-29
  • S66 Uniform Combined State Law Examination
    2024-08-29
Other Names
  • Jake Amsellem

View on SEC IAPD

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