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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-10-13 |
Branch Locations
630 Johnson Avenue Suite 106 Suite 106, Bohemia, NY 11716 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Cancer Society | New York | NY | 02/2022 | 09/2024 |
| True North Community Church | Bohemia | NY | 11/2018 | 02/2022 |
| Future Publishing | Bath | 03/2018 | 11/2018 | |
| Cardiff Metropolitan University | Cardiff | 08/2017 | 09/2018 | |
| Restaurant | Red Hook | NY | 11/2016 | 05/2017 |
| Chelsea Film Festival | New York | NY | 08/2016 | 11/2016 |
| Cetera Advisor Networks | El Segundo | CA | 06/2024 | 09/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-05 |
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