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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 | 2026-06-01 |
Branch Locations
Midlothian, TX • United States
100 Lexington Street Suite 100, Fort Worth, TX 76102 • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St Cloud | MN | 04/2026 | Present |
| Cetera Investment Advisors Llc | Fort Worth | TX | 04/2026 | Present |
| Lpl Financial | Mansfield | TX | 06/2015 | 12/2021 |
| American National Bank Of Texas | Mansfield | TX | 06/2015 | 12/2021 |
| Ameriprise Financial Services, Llc | Mansfield | TX | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-03-24 |
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