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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 | 1999-12-26 |
Branch Locations
14798 Pipeline Ave #C, Chino Hills, CA 91709 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Chino Hills | CA | 01/1998 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/1999 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/1999 | Present |
1) NAME OF OTHER BUSINESS: LIANG & COMPANY ACCOUNTANCY CORP ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA FIRM ; START DATE: 01/2000 ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: ACCOUNTING AND TAX SERVICES, LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS 2) FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, START 2005, 5 HRS PER WEEK - VARIES DURING TRADING HOURS, INSURANCE AGENT - SELLS LIFE, ANNUITIES, & LONG-TERM CARE
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-09 |
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