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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 | 2025-07-15 |
| MD | RA | APPROVED | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Financial Services | Berlin | MD | 08/2022 | 08/2023 |
| Salisbury University | Salisbury | MD | 08/2021 | 08/2022 |
| Key Financial Services | Berlin | MD | 05/2021 | 08/2021 |
| Salisbury University | Salisbury | MD | 08/2020 | 05/2021 |
| Ocean Resorts Golf Club | Berlin | MD | 05/2020 | 08/2020 |
| Salisbury University | Salisbury | MD | 08/2019 | 05/2020 |
| Salisbury University | Salisbury | MD | 05/2019 | 08/2019 |
| Salisbury University | Salisbury | MD | 08/2018 | 05/2019 |
| Salisbury University | Salisbury | MD | 05/2018 | 08/2018 |
| James M Bennett High School | Salisbury | MD | 05/2013 | 05/2018 |
| Comprehensive Financial Solutions | Salisbury | MD | 08/2023 | Present |
| Cetera Advisors Llc | Saint Cloud | MN | 08/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: COMPREHENSIVE FINANCIAL SOLUTIONS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 08/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-17 |
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