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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 06/2023 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 01/2025 | Present |
| First National Bank And Trust | Beloit | WI | 01/2022 | 06/2023 |
| First National Bank And Trust | Beloit | WI | 10/2021 | 01/2022 |
| First National Bank And Trust | Beloit | WI | 05/2021 | 10/2021 |
| Frito Lay | Beloit | WI | 06/2018 | 09/2021 |
| Menards | Beloit | WI | 06/2016 | 09/2016 |
| Blain's Farm And Fleet | Janesville | WI | 06/2014 | 09/2021 |
| University Of Wisconsin-Whitewater (Ferc) | Whitewater | WI | 09/2018 | 12/2021 |
| First National Bank And Trust | Beloit | WI | 02/2025 | Present |
| Cetera Investment Advisers Llc | Beloit | WI | 06/2025 | Present |
INVESTMENT AND BROKERAGE MANAGEMENT ASSISTANT AT FIRST NATIONAL BANK AND TRUST COMPANY; PROVIDES ADMINISTRATIVE AND CLERICAL ASSISTANCE; ASSIST WITH PROPOSALS, ACCOUNT DOCUMENTATION, CREATING/MAINTAINING PRESENTATIONS, AND SET APPOINTMENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-25 |
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