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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-25 |
Branch Locations
13720 Cypress Terrace Cir Ste 302, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winn-Dixie Groceries | Fort Myers | FL | 09/2014 | 10/2018 |
| Stir Crazy | Estero | FL | 10/2018 | 12/2019 |
| Tgi Friday's | Estero | FL | 12/2019 | 03/2020 |
| Ruby Tuesday's | Fort Myers | FL | 03/2022 | 04/2024 |
| Retirement Advisors | Fort Myers | FL | 12/2024 | Present |
| Unemployed | Fort Myers | FL | 03/2020 | 03/2022 |
| Cetera Advisors Llc | St Cloud | MN | 02/2024 | 12/2024 |
| Cetera Advisors Llc | St Cloud | MN | 12/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: RETIREMENT ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: REGISTERED ADMIN APX NUMBER OF HOURS PER WEEK: 32 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: CALL CLIENTS TO CONFIRM APPOINTMENTS, ANSWER BASIC CLIENT QUESTIONS. CALL INSURANCE COMPANIES TO ACQUIRE POLICY INFORMATION FOR OUR REGISTERED REPRESENTATIVES, TAKE NOTES DURING CLIENT MEETINGS AND TRANSCRIBE THOSE NOTES INTO OUR RECORDS, PROCESS CLIENT PAPERWORK, SORT AND FILE PAPERWORK, GREET CLIENTS IN PERSON AND PREPARE WHATEVER THEY MIGHT NEED PRIOR TO MEETINGS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-06 |
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