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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
GA RA APPROVED 2026-03-05
TX RA APPROVED 2026-03-04
  • GA RA
    APPROVED
    Since 2026-03-05
  • TX RA
    APPROVED
    Since 2026-03-04

Branch Locations

42 East Savannah Street, Clayton, GA 30525 • 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
Vanderbilt University Nashville GA 11/2023 05/2024
U.S. Army Washington DC 01/2010 11/2023
Thrivent Investment Management Inc Clayton GA 04/2024 03/2026
Thrivent Financial Appleton WI 05/2024 12/2024
Thrivent Financial Appleton WI 12/2024 03/2026
Cetera Wealth Services, Llc El Segundo CA 03/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2026 Present
Carter Williams Insurance & Investments Clayton GA 03/2026 Present
Carter Williams Wealth Advisors El Segundo CA 06/2026 Present
Jp Valor Group, Llc Tiger GA 08/2026 Present
  • 11/2023 → 05/2024
    Vanderbilt University
    Nashville, GA
  • 01/2010 → 11/2023
    U.S. Army
    Washington, DC
  • 04/2024 → 03/2026
    Clayton, GA
  • 05/2024 → 12/2024
    Thrivent Financial
    Appleton, WI
  • 12/2024 → 03/2026
    Thrivent Financial
    Appleton, WI
  • 03/2026 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 03/2026 → Present
    Schaumburg, IL
  • 03/2026 → Present
    Carter Williams Insurance & Investments
    Clayton, GA
  • 06/2026 → Present
    Carter Williams Wealth Advisors
    El Segundo, CA
  • 08/2026 → Present
    Jp Valor Group, Llc
    Tiger, GA
Previous Registrations
Other Businesses

1. NAME OF OTHER BUSINESS: CARTER WILLIAMS INSURANCE & INVESTMENTS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE AGENCY, WEALTH MANAGEMENT; START DATE: 03/2026; POSITION/TITLE/RELATIONSHIP: EMPLOYEE; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: WEALTH ADVISOR; 2. NAME OF OTHER BUSINESS: PARKER BEAR PROPERTIES LLC; INVESTMENT RELATED: NO; ADDRESS: TIGER, GA 30576; NATURE OF BUSINESS: REAL ESTATE / AIR BNB; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: AIR BNB BUSINESS; 3. NAME OF OTHER BUSINESS: PERSONAL RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: TIGER, GA 30576; NATURE OF BUSINESS: PERSONAL RENTAL PROPERTY; START DATE: 02/2022; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PERSONAL RENTAL PROPERTY; 4. NAME OF OTHER BUSINESS: CARTER WILLIAMS WEALTH ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 6/1/26; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 25, APX NUMBER OF HOURS DURING TRADING HOURS 25; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 5. NAME OF OTHER BUSINESS: JP VALOR GROUP, LLC INVESTMENT RELATED: NO ADDRESS: 128 WOOD HEN WAY, TIGER GA 30576; NATURE OF BUSINESS: LLC START DATE: 10/1/2026 POSITION/TITLE/RELATIONSHIP: OWNER AND MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR MANAGEMENT, BUSINESS DEVELOPMENT, GOVERNMENT CONTRACTING, PROJECT AND PROGRAM MANAGEMENT CONSULTING, ORGANIZATIONAL CONSULTING, AND PROFESSIONAL TRAINING SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-12
  • S66 Uniform Combined State Law Examination
    2024-07-12

View on SEC IAPD

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