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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | Crestview | FL | 08/2024 | Present |
| Barts Electric | Pleasant Valley | MO | 06/2020 | 07/2024 |
| Toolan Development | Crestview | FL | 02/2010 | 06/2020 |
| Cetera Investment Advisers Llc | Crestview | FL | 01/2025 | Present |
1. VOLUNTEER CLERK DUTIES FOR THE CHURCH OF JESUS CHRIST OF LATTER DAY SAINTS, PROCESS AND DEPOSIT WEEKLY DONATIONS, ENTER MEMBER REIMBURSEMENT REQUESTS, PRINT CHECKS REQUIRING TWO AUTHORIZED SIGNATURES, NO ACCESS TO BANK ACCOUNTS, 2/HRS/WK.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-10 |
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