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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
433 Callan Ave Ste 205, San Leandro, CA 94577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coleman Financial Services | Oakland | CA | 11/1993 | Present |
| Voya Financial Advisors | San Leandro | CA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 433 CALLAN AVE STE 205; SAN LEANDRO; CA; 94577; Fixed insurance sales; Independent insurance agent; 7/15/1998; 160; 160; sell fixed products|NAME OF ENTITY:Coleman Financial Services; Yes; 433 CALLAN AVE STE 205; SAN LEANDRO; CA; 94577; DBA; Registered Representative; 11/1/1993; 60; 60; DBA for sales of securities and insurance products.|NAME OF ENTITY:income property; No; 1601 55th Avw; Oakland; CA; 94621; RENTAL PROPERTY; Sherwin Coleman-RENTAL PROPERTY; 9/1/1999; 0; 0; NO DUTIES|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-11 |
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