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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-20 |
| OH | RA | APPROVED | 2025-02-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Steubenville | OH | 03/2009 | 07/2017 |
| Concourse Financial Group Securities Inc | Steubenville | OH | 08/2017 | 02/2025 |
| (Dba) Crim Investments | Steubenville | OH | 07/2017 | Present |
| Cetera Wealth Services, Llc | Steubenville | OH | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1) (dba) CRIM INVESTMENTS; Investment Related; Residence, Steubenville OH 43952; Financial Services; President; Start Date 08/2017; 160 hours per month; Securities, Investments and Insurance product sales and service. >> 2) 908 MARKET STREET LTD; Non-Investment Related; Residence, Steubenville, OH 43952; Real Estate; Owner; Start Date 03/2012; My spouse and I own several residential rental units. The day to day activities are my spouse's responsibility. I find and fund the purchases; she maintains and manages them. Multiple addresses all residential.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-20 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-08 |
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