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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-08-12 |
Branch Locations
1021 East Cary Street Suite 1225, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Full Time Student | Milford | VA | 11/2013 | 05/2019 |
| Unemployed | Woodford | VA | 05/2019 | 08/2019 |
| Virginia Commonwealth University | Richmond | VA | 08/2019 | 12/2023 |
| Michaels Craft Store | Richmond | VA | 05/2021 | 09/2021 |
| Publix Grocery Store | Richmond | VA | 11/2020 | 02/2021 |
| Unemployed | Richmond | VA | 12/2023 | 01/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2024 | 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: 05/2023; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 15; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 15; BRIEF DESCRIPTION OF DUTIES: FIXED INSURANCE PRODUCTS, COMMISSION-BASED BROKERAGE BUSINESS, ADVISORY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-09 |
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