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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-10-21 |
Branch Locations
17040 Pilkington Road Ste 310, Lake Oswego,, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pete'S Mt Wealth Management | Lake Oswego | OR | 11/2020 | Present |
| California Pizza Kitchen | Tualatin | OR | 10/2022 | 06/2024 |
| Lee Farms | Tualatin | OR | 09/2020 | 09/2021 |
| West Linn High School | West Linn | OR | 09/2020 | 06/2024 |
| Athey Creek Middle School | West Linn | OR | 07/2019 | 06/2020 |
| Rosemont Ridge Middle School | West Linn | OR | 07/2017 | 06/2019 |
| Trillium Creek Primary School | West Linn | OR | 09/2014 | 06/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2024 | 08/2025 |
| Cetera Investment Advisors | Schaumburg | IL | 10/2025 | Present |
1. NAME OF OTHER BUSINESS: PETE'S MT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 11/2020 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 25 BRIEF DESCRIPTION OF DUTIES: FILLING OUT PAPERWORK FOR AARON HESSEL'S FINANCIAL PRACTICE, COMMUNICATING WITH CLIENTS TO GET DOCUMENTS SIGNED, ANNUAL REVIEW PREP, COMMUNICATION WITH CETERA AND LIFE INSURANCE COMPANIES REGARDING ACCOUNTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-19 |
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