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Marlon J. Bonilla

CETERA INVESTMENT SERVICES
VAN BUREN, AR 72956
CRD#: 4747964
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MB
Marlon J BonillaCETERA INVESTMENT SERVICES

Professional summary


Marlon J Bonilla, who also goes by Marlon Josue Bonilla, is a registered financial professional currently at CETERA INVESTMENT SERVICES LLC located in Van Buren, Arkansas.

Marlon is registered as a RR (Registered Representative) and started their career in finance in 2004. Marlon has worked at 5 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marlon Josue Bonilla

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Marlon J Bonilla's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

June 16, 2026 - Present

CETERA INVESTMENT SERVICES LLC

Office #1: 3110 Alma Highway, Van Buren, AR 72956
BD
CRD#: 15340
VAN BUREN, AR
Past

September 1, 2016 - March 1, 2019

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
FORT SMITH, AR
Past

September 1, 2016 - March 1, 2019

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
FORT SMITH, AR
Past

June 2, 2008 - August 30, 2016

ARVEST WEALTH MANAGEMENT

RIA
CRD#: 42057
FT SMITH, AR
Past

June 2, 2008 - August 30, 2016

ARVEST WEALTH MANAGEMENT

BD
CRD#: 42057
FT SMITH, AR
Past

January 15, 2008 - May 23, 2008

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
BRYANT, AR
Past

January 8, 2008 - May 23, 2008

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
BRYANT, AR
Past

September 24, 2004 - June 5, 2006

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
HOT SPRINGS, AR
Past

September 3, 2004 - June 5, 2006

MORGAN STANLEY DW INC.

BD
CRD#: 7556
HOT SPRINGS, AR

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/23/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/15/2026
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 11/19/2004
Futures Managed Funds Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CETERA INVESTMENT SERVICES LLC
BANKERS SYSTEMS BROKERAGE SERVICES, INC. | PRIMEVEST FINANCIAL SERVICES, INC. | CETERA INVESTMENT SERVICES LLC | CETERA FINANCIAL INSTITUTIONS

CRD#: 15340 / SEC#: 801-45573, 8-31826

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
400 First St. S. Suite 300, St. Cloud, MN 56301
Mailing Address
P.o. Box 283, St. Cloud, MN 56302-0283
Phone number
(320) 656-4300
Established
Delaware since 11/30/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

FORM ADV 2A AND APPENDIX 1 (10/9/2013)

Direct owners and executive officers


NamePositionCRD#
CETERA FINANCIAL GROUP, INC.SOLE MEMBER
BUCHHEISTER, JEFFREY ROBERTCHIEF FINANCIAL OFFICER4709900
BUDEVICH, SERGEVICE PRESIDENT AND TAX OFFICER7996345
CASEY, SEAN PATRICKVICE PRESIDENT2156290
DOWELL, RODNEY CAMMERONPRINCIPAL FINANCIAL OFFICER AND VICE PRESIDENT7376607
GOK, LISA ANNESECRETARY5059738
HANAU, JENNIFER LEIGHVICE PRESIDENT2898698
HOLWEGER, KIMBERLEY ANNCHIEF OPERATING OFFICER AND PRINCIPAL OPERATIONS OFFICER1572778
KIRCHER, NICHOLE MARIEVICE PRESIDENT2876887
LEE, WINNIE AI-LINGASSISTANT SECRETARY7381661
MACKAY, TODD CHRISTOPHERMANAGER2799860
MIZUGUCHI, MAURACHIEF ACCOUNTING OFFICER AND TREASURER5769181
NEARY, JOSEPH DANIELCHIEF COMPLIANCE OFFICER2993505
RAMOS, RAMONMONEY LAUNDERING REPORTING OFFICER2160203
REINHOLZ, CHRISTOPHER JONVICE PRESIDENT, DIRECTOR OF TRADING1961258
RUMMEL, LEANN RENEEMANAGER, PRESIDENT AND CHIEF EXECUTIVE OFFICER1965155
SMILEY, STANLEY ROBERTVICE PRESIDENT3004604
STINSON, TIMOTHY EARL MCCOYVICE PRESIDENT2272183
VAN HAVERMAAT, DAVID JAMESASSISTANT SECRETARY7042846

Disclosures


Regulatory Event12
Arbitration3

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CETERA INVESTMENT SERVICES LLC

CRD#: 15340Van Buren, AR 72956

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