Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-01-02
  • NC RA
    APPROVED
    Since 2025-01-02

Branch Locations

5129 Nc Hwy 55 Suite 101, Durham, NC 27713 • 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
Stoney River Steakhouse And Grill Chapel Hill NC 08/2022 Present
Department Of Psychiatry - University Of North Carolina Chapel Hill NC 02/2021 05/2021
Department Of Psychiatry - University Of North Carolina Chapel Hill NC 06/2017 11/2020
University Of North Carolina Chapel Hill NC 08/2019 12/2023
Grubhub Seamless Inc Chapel Hill NC 05/2021 11/2022
Doordash Inc Chapel Hill NC 02/2021 06/2022
Chapel Hill High School Chapel Hill NC 08/2015 05/2019
Cetera Wealth Services, Llc El Segundo CA 07/2024 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2025 Present
  • 08/2022 → Present
    Stoney River Steakhouse And Grill
    Chapel Hill, NC
  • 02/2021 → 05/2021
    Department Of Psychiatry - University Of North Carolina
    Chapel Hill, NC
  • 06/2017 → 11/2020
    Department Of Psychiatry - University Of North Carolina
    Chapel Hill, NC
  • 08/2019 → 12/2023
    University Of North Carolina
    Chapel Hill, NC
  • 05/2021 → 11/2022
    Grubhub Seamless Inc
    Chapel Hill, NC
  • 02/2021 → 06/2022
    Doordash Inc
    Chapel Hill, NC
  • 08/2015 → 05/2019
    Chapel Hill High School
    Chapel Hill, NC
  • 07/2024 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2025 → Present
    Schaumburg, IL
Other Businesses

1. NAME OF OTHER BUSINESS: STONEY RIVER STEAKHOUSE AND GRILL; INVESTMENT RELATED: NO; ADDRESS: 201 S ESTES DR., CHAPEL HILL, NC 27514; NATURE OF BUSINESS: FOOD SERVICE; START DATE: 08/2022; POSITION/TITLE/RELATIONSHIP: SERVER; APX NUMBER OF HOURS PER WEEK: 12; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: LEAD SERVER IN AN UPSCALE DINING ENVIRONMENT; 2. NAME OF OTHER BUSINESS: NORTH STAR RESOURCE GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE INSURANCE, SECURITIES, AND PLANNING BUSINESS UNDER THE NORTH STAR RESOURCE GROUP BRAND; START DATE: 07/2024; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: SECURITIES AND PLANNING BUSINESS;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-18
  • S66 Uniform Combined State Law Examination
    2024-11-18

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Durham, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor