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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-05 |
| TX | RA | APPROVED_RES | 2025-11-05 |
Branch Locations
2901 Reynolds Walk Trail, Suite # 202, Greensboro, GA 30642 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Penn Mutual Life Insurance Co | Horsham | PA | 02/2016 | 04/2019 |
| Hornor Townsend & Kent Inc | Horsham | PA | 02/2016 | 04/2019 |
| Commonwealth Financial Network | Waltham | MA | 04/2019 | 11/2025 |
| Piedmont Financial Partners | Greensboro | GA | 01/2001 | Present |
| Llcw | Greensboro | GA | 01/2017 | Present |
| Walking Horse Llc | Greensboro | GA | 01/2005 | Present |
| Duck Farm 2 | Greensboro | GA | 01/2010 | Present |
| Fulsome Creek Property Llc | Greensboro | GA | 01/2016 | Present |
| Fulsome Creek Management | Greensboro | GA | 01/2016 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2025 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/1989 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: LLCW INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOLD REAL ESTATE FOR RENTAL START DATE: 01/2017 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PASSIVE OWNERSHIP; 3. NAME OF OTHER BUSINESS: PIEDMONT FINANCIAL PARTNERS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 01/2001 POSITION/TITLE/RELATIONSHIP: : FINANCIAL PROFESSIONAL - PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL PROFESSIONAL; 4. NAME OF OTHER BUSINESS: WALKING HORSE LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: OWNS OFFICE BUILDING LOCATED IN START DATE: 01/2005 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RENTAL INCOME; 5. NAME OF OTHER BUSINESS: DUCK FARM 2 INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOLD AND MAINTAIN HUNTING PROPERTY START DATE: 01/2010 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF PROPERTY; 6. NAME OF OTHER BUSINESS: FULSOME CREEK PROPERTY LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: HOLD AND MAINTAIN HUNTING PROPERTY START DATE: 01/2016 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF PROPERTY; 7. NAME OF OTHER BUSINESS: FULSOME CREEK MANAGEMENT INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: MAINTAIN HUNTING PROPERTY START DATE: 01/2016 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: OWNER OF PROPERTY;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-06-01 |
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