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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 | 2024-03-21 |
Branch Locations
78290 Willowrich Dr, Palm Desert, CA 92211 • United States
Pasadena, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | Present |
| Strategic Financial Services | Pasadena | CA | 06/2000 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1.FIXED INSURANCE AGENT; 2. STRATEGIC FINANCIAL SERVICES, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 06/2000, OWNER, APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-11 |
| S66 | Uniform Combined State Law Examination | 1999-08-12 |
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