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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-07-10 |
Branch Locations
15597 Se Mill Plain Blvd, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deloitte Consulting Llp | Gilbert | AZ | 06/2022 | 05/2024 |
| Unemployed | Tempe | AZ | 04/2022 | 06/2022 |
| Swift Transportation | Phoenix | AZ | 11/2020 | 04/2022 |
| Eos Fitness | Gilbert | AZ | 08/2020 | 11/2020 |
| Unemployed | Vancouver | WA | 03/2020 | 08/2020 |
| Youfit Health Clubs | Scottsdale | AZ | 01/2020 | 03/2020 |
| Unemployed | Tempe | AZ | 08/2019 | 01/2020 |
| Camas Meadows Golf Club | Vancouver | WA | 06/2019 | 08/2019 |
| Cedars Golf Club | Brush Praire | WA | 06/2019 | 08/2019 |
| Arizona State University | Tempe | AZ | 06/2018 | 05/2022 |
| Unemployed | Vancouver | WA | 08/2015 | 06/2019 |
| Boyce Financial Group Llc | Vancouver | WA | 06/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | Present |
1. NAME OF OTHER BUSINESS: BOYCE FINANCIAL GROUP LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING SERVICES START DATE: 8/2024 POSITION/TITLE/RELATIONSHIP: EMPLOYEE APX NUMBER OF HOURS PER WEEK: 40.5 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFICE MANAGER;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-28 |
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