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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
901 Marquette Ave Suite 2800, Minneapolis, MN 55402 • United States
10705 Town Square Dr Ste 230, Blaine, MN 55449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Advisornet Wealth Partners | Minneapolis | MN | 08/2012 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Box Enterprise Partners | Minneapolis | MN | 08/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS BRANCH OFFICE, NATURE OF BUSINESS: FINANCIAL SERVICES, POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE, START DATE: 07/2002, APPROX NUMBER OF HOURS PER MONTH: 160, BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES TO CLIENTS; 3. NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 01/2018 ; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTORS APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVISORY GUIDANCE FOR THE BOARD. PART OF VOTING PROCESS TO DETERMINE GENERAL FIRM STRATEGY AND OVERSIGHT ; 4. NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS, INC. ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: ATTEND QUARTERLY BOARD MEETINGS, BUILD AND MANAGE PERSONAL BOOK OF BUSINESS; 5. NAME OF OTHER BUSINESS: BOX ENTERPRISE PARTNERS; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2026, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-09-10 |
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