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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-29 |
Branch Locations
935 Riverside Ave Suite 11, Paso Robles, CA 93446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Benchmark Wireline Products | Simonton | TX | 04/2011 | 01/2025 |
| Optimum Wealth Paso | Paso Robles | CA | 03/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2024 | 09/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
1. NAME OF OTHER BUSINESS: OPTIMUM WEALTH PASO INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 3/2024 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 6 BRIEF DESCRIPTION OF DUTIES: ASSIST ADVISOR BY PERFORMING ADMINISTRATIVE DUTIES INCLUDING BUILDING ACCOUNTS, UPDATING CLIENT INFORMATION AND OTHER OPERATIONAL TASKS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-25 |
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