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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 |
Branch Locations
185 Lennon Lane Ste.210, Walnut Creek, CA 94598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| The Pacific Center For Financial Services | San Ramon | CA | 12/1997 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) VARIOUS INSURANCE COMPANIES, INSURANCE, REPRESENTATIVE - SELLS FIXED INSURANCE - LIFE, HEALTH, ANNUITIES AND LTC; 2) THE PACIFIC CENTER FOR FINANCIAL SERVICES, FINANCIAL SERVICES AND INVESTMENT ADVISORY SERVICES, 2000 CROW CANYON PLACE, SUITE 430, SAN RAMON, CA 94583 3) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: 3102 LAKEMONT DR. SAN RAMON, CA 94585 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 08/2007 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: VARIES ; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES ; BRIEF DESCRIPTION OF DUTIES: PROPERTY OWNER THAT IS LEASED TO A TENANT ;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-04-03 |
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