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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travelers Insurance Group | Hartford | CT | 04/1989 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
LICENSED INSURANCE AGENT DISABILITY, LIFE/ACCIDENT/HEALTH, PROPERTY & CASUALTY FOR 30HRS/WK & 5HRS EVENING & WKENDS START DATE 1997 SAKURA INSURANCE AGENCY SALES AND MANAGEMENT FOR 30HRS/WK & 5HRS EVENING & WKENDS SINCE 1989
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-20 |
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