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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 | 2021-12-20 |
Branch Locations
6265 Greenwich Dr Suite 251, San Diego, CA 92122 • United States
Leucadia, CA • 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 |
|---|---|---|---|---|
| Madison Avenue Securities, Inc. | Encinitas | CA | 07/2006 | 12/2021 |
| Fagan Financial Group | Encinitas | CA | 01/2005 | 12/2021 |
| Proactive Tax Systems Llc | Encinitas | CA | 10/2010 | Present |
| Madison Avenue Securities, Inc. | Encinitas | CA | 03/2009 | 12/2021 |
| First Allied Securities, Inc. | San Diego | CA | 12/2021 | 09/2022 |
| First Allied Advisory Services, Inc. | Schaumburg | IL | 12/2021 | 09/2022 |
| Cetera Advisors Llc | San Diego | CA | 09/2022 | Present |
| Wealth Navigation Advisors | San Diego | CA | 12/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2022 | Present |
1.) PROACTIVE TAX SYSTEMS LLC; OWNER; NON-PCA ACCOUNTING AND/OR TAX PREPARATION; START DATE 09/10/2010; 8 HOURS PER MONTH. 2.) INSURNACE; AGENT; INSURNACE (FIXED/LIFE/HEALTH/P&C); 4 HOURS PER MONTH. 3.) NAME OF OTHER BUSINESS: WEALTH NAVIGATION ADVISORS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 12/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-30 |
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