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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-26
MI RA APPROVED 2023-06-29
  • TX RA
    APPROVED
    Since 2025-03-26
  • MI RA
    APPROVED
    Since 2023-06-29

Branch Locations

110 W. Superior St, Wayland, MI 49348 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Patrick Mccullough Grand Rapids MI 03/1990 Present
Vsr Financial Services Overland Park KS 06/2004 09/2016
Vsr Advisory Services Overland Park KS 08/2007 09/2016
Summit Brokerage Services, Inc. Grand Rapids MI 09/2016 09/2019
Summit Financial Group Inc Boca Raton FL 09/2016 05/2021
Cetera Wealth Services, Llc El Segundo CA 09/2019 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
  • 03/1990 → Present
    Patrick Mccullough
    Grand Rapids , MI
  • 06/2004 → 09/2016
    Vsr Financial Services
    Overland Park, KS
  • 08/2007 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 09/2016 → 09/2019
    Summit Brokerage Services, Inc.
    Grand Rapids, MI
  • 09/2016 → 05/2021
    Summit Financial Group Inc
    Boca Raton, FL
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-09-01 → 2021-05-20
    Summit Financial Group Inc
    Grand Rapids, MI
    Wayland, MI
  • 2010-01-28 → 2016-09-01
    Vsr Financial Services, Inc.
    Grand Rapids, MI
    Lawrence, KS
    Overland Park, KS
    Overland Park, KS
    Grandville, MI
Other Businesses

(1) NAME OF OTHER BUSINESS: MCCULLOUGH INC ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CORPORATION ; START DATE: 08/1997 ; APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: ENTITY CREATED FOR TAX PURPOSES ; (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2020 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 4 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE ;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1989-09-08
  • S63 Uniform Securities Agent State Law Examination
    1989-09-08
Designations
Other Names
  • Gary Mccullough
  • Gary Mccullough

View on SEC IAPD

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