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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 | 2025-04-02 |
Branch Locations
9311 San Pedro Ste 750, San Antonio, TX 78216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tea Time | San Antonio | TX | 05/2016 | 09/2018 |
| Domino's | San Antonio | TX | 05/2019 | 09/2019 |
| Cavalry Soccer | College Station | TX | 09/2019 | 03/2023 |
| University Of Texas At San Antonio | San Antonio | TX | 05/2023 | 11/2023 |
| Aspect Wealth Management | San Antonio | TX | 11/2023 | Present |
| John Jay Highschool | San Antonio | TX | 09/2018 | 05/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2025 | Present |
1. NAME OF OTHER BUSINESS: ASPECT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: WEALTH MANAGEMENT START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 27.5 BRIEF DESCRIPTION OF DUTIES: DATA GATHERING, MEETING/DEVELOPING RELATIONS WITH INVESTMENT WHOLESALERS, FUND/MARKET ANALYSIS, STRATEGY DEVELOPMENT AND TRADE EXECUTION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-28 |
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