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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-08-07 |
| NE | RA | APPROVED | 2025-08-01 |
Branch Locations
3131 E Camelback Road Suite 100, Phoenix, AZ 85016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Renaissance Financial | Elkhorn | NE | 06/2024 | 08/2024 |
| Premier Pools | Valley | NE | 05/2023 | 08/2023 |
| Godfather's Pizza | Elkhorn | NE | 06/2020 | 08/2020 |
| Shadow Ridge Country Club | Elkhorn | NE | 05/2019 | 12/2019 |
| Jam's American Grill | Elkhorn | NE | 05/2022 | 08/2022 |
| University Of Arizona | Tucson | AZ | 08/2021 | 05/2025 |
| Elkhorn South High School | Elkhorn | NE | 08/2017 | 05/2021 |
| Elkhorn Ridge Middle School | Elkhorn | NE | 08/2014 | 05/2017 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2025 | Present |
1. NAME OF OTHER BUSINESS: RENAISSANCE FINANCIAL CORPORATION INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL ADVICE TO CLIENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-07-23 |
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