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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-29
  • CA RA
    APPROVED
    Since 2025-01-29

Branch Locations

935 Riverside Ave Suite 11, Paso Robles, CA 93446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2011 → 01/2025
    Benchmark Wireline Products
    Simonton, TX
  • 03/2024 → Present
    Optimum Wealth Paso
    Paso Robles, CA
  • 09/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 03/2024 → 09/2024
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 01/2025 → Present
    Schaumburg, IL
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-25
  • S66 Uniform Combined State Law Examination
    2025-01-25
Other Names
  • Jenae Sonne Niko

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