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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-01-13 |
| AL | RA | APPROVED | 2020-11-12 |
Branch Locations
2400 Garden Lakes Blvd Suite 100, Rome, GA 30165 • United States
600 Vestavia Parkway, Suite 221, Birmingham, AL 35216 • 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 |
|---|---|---|---|---|
| First Allied Securities, Inc | San Diego | CA | 05/2011 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 05/2012 | 11/2020 |
| Cetera Advisors Llc | Birmingham | AL | 09/2022 | Present |
| Cetera Investment Advisors | Schaumburg | IL | 04/2025 | Present |
1.) White Wealth Management LLC; Member; DBA; Start date 01/01/2015; 160 hours per month. 2.) NAME OF OTHER BUSINESS: VESTAVIA HILLS BAPTIST CHURCH; INVESTMENT RELATED: NO; ADDRESS: 2600 VESTAVIA DRIVE VESTAVIA, AL 35216; NATURE OF BUSINESS: NON PROFIT; START DATE: 09/2024; POSITION/TITLE/RELATIONSHIP: ENDOWMENT INVESTMENT COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REVIEW REPORTSFROM INDEPENDENT INVESTMENT MANAGER, APPROVE DISPURSAL REQUEST FROM THE CHURCH;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-13 |
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