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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-14 |
| VA | RA | APPROVED | 2023-06-29 |
Branch Locations
Virginia Beach, VA • United States
607 Lynnhaven Pkwy Ste 110, Virginia Beach, VA 23452 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Virginia Beach | VA | 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; 607 LYNNHAVEN PKWY STE 110; VIRGINIA BEACH; VA; 23452; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/6/2011; 160; 160; SALE OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Macro Financial Services; Yes; 607 LYNNHAVEN PKWY STE 110; VIRGINIA BEACH; VA; 23452; DBA; owner; president; 9/13/2007; 160; 160; investment related business run through DBA|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-04 |
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