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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-29 |
Branch Locations
1971 East Beltline Ave Ne Ste 200-A, Grand Rapids, MI 49525 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerus Life | Des Moines | IA | 07/1987 | 07/2018 |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) SOLICITS AND SELLS FIXED INSURANCE AND ANNUITY PRODUCTS (LIFE, HEALTH, DI, ANNUITIES AND LTC) (2) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: HARBOR SPRINGS MI 49740 ; NATURE OF BUSINESS: REAL ESTATE ; START DATE: 08/2021 POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY WHICH WILL BE LEASED OUT DURING SKI SEASON ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-01-08 |
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