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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 | 2018-07-25 |
Branch Locations
1716 Briarcrest Drive 3Rd Floor, Bryan, TX 77802 • United States
Bryan, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Bryan | TX | 09/1999 | 07/2018 |
| Cetera Investment Services Ll | St Cloud | MN | 07/2018 | Present |
| Cetera Investment Advisers Llc | Bryan | TX | 07/2018 | Present |
1. MCCULLOUGH CREEK PROPERTIES LLC, PURPOSE OF OWNING AGRICULTURAL LAND, 50% OWNER, SPOUSE OTHER 50% OWNER 2. FIVE STONES WEALTH MANAGEMENT, LLC. 100% OWNER, FORMED FOR CETERA BUSINESS, LIABILITY PROTECTION AND TAX REPORTING PURPOSES 3. BOARD MEMBER FOR MILLICAN RESERVE MUNICIPAL UTILITY DISTRICT; ATTEND MEETINGS TO REVIEW AND APPROVE POLICIES FOR OPERATION AND MANAGEMENT OF THE DISTRICT; LESS THAN 1 HR/WK 4. CHURCH FINANCE COMMITTEE MEMBER AT FIRST BAPTIST CHURCH BRYAN, TEXAS; BUDGET PLANNING, FINANCIAL OVERSIGHT, MONITOR EXPENSES, ADVISE CHURCH LEADERSHIP; 1/2 HR/WK.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 1992-08-24 |
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