Broker Check

Cetera Advisors

Just as I work with you to identify the very best wealth management solutions to achieve your financial goals, I have teams standing behind me to support my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you.

Cetera Advisors: 

Cetera Advisors is the second largest independent broker-dealer in the country. Though Cetera we gain access to an unparalleled suite of financial solutions, state-of-the-art trading technology, leading-edge financial planning tools and up-to-the minute research.

For more information on Cetera Advisors, go to:

While Cetera Advisors Supervises and facilitates the trading of your investments, those assets are held at Pershing LLC.


Pershing LLC, a subsidiary of the Bank Of New York Mellon, has been a leading global provider of financial business solutions for almost 80 years and serves many of the world's most respected financial organizations. Pershing holds approximately $1.7 trillion in global client assets and is a member of SIPC.

For more information on Pershing go to: