Edick Antonio Lucas

Current Employers

Employment History

• 02/2014 → 12/2018
  Lincoln Financial Securities Corp
  Altamonte Springs, FL
• 12/2018 → 02/2025
  Concourse Financial Group Securities Inc
  Altamonte Springs, FL
• 01/1990 → Present
  (Dba) Concierge Financial Planning Group Aka Concierge Fpg, Inc
  Altamonte Springs, FL
• 01/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-12-26 → 2025-02-21
  Concourse Financial Group Securities, Inc.
  Altamonte Springs, FL
  Birmingham, AL
  Altamonte Springs, FL
  Birmingham, AL
• 2014-03-03 → 2018-12-27
  Osaic Fs, Inc.
  Longwood, FL
  Altamonte Springs, FL
• 2013-05-15 → 2014-03-26
  Osaic Fa, Inc.
  Orlando, FL
  New York, NY
  Orlando, FL
• 2012-07-03 → 2013-05-07
  New England Securities
  Boston, MA
  Boston, MA
  Maitland, FL
• 2012-08-06 → 2013-05-06
  Mariner
  Overland Park,, KS
  Maitland, FL
• 2004-06-21 → 2011-06-30
  Hornor, Townsend & Kent, Llc
  Apopka, FL
  Apopka, FL
  Apopka, FL
  Maitland, FL
  Apopka, FL
  Apopka, FL
  Tampa, FL
• 2001-06-08 → 2004-07-12
  1St Global Advisors Inc
  Apopka, FL

Other Businesses

(dba) CONCIERGE FINANCIAL PLANNING GROUP aka CONCIERGE FPG INC; Investment Related; 940 Centre Circle, Ste 2010, Altamonte Springs, FL 32714; Financial Services; Owner/Financial Planner/Producer; Start Date 02/2012; 10 hours per month with those 10 hours per month occurring during trading hours; Financial planning and insurance sales and service to include, but not limited to, long-term care and fixed annuity insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-27
• S63 Uniform Securities Agent State Law Examination
  1997-03-13

Designations