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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vantage Financial Group, Inc. | Cleveland | OH | 10/2007 | 12/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Vantage Financial Group | Cleveland | OH | 05/2025 | Present |
(1) INDEPENDENT INSURANCE AGENT (FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, MEDICARE RELATED PRODUCTS) FOR 2HR/WK & 2HRS/EVENING & WKENDS SINCE 2005; (2) NAME OF OTHER BUSINESS: SUPER HEROES TO KIDS IN OHIO INVESTMENT RELATED: NO, ADDRESS: 32724 WILLOW BROOK LANE, NORTH RIDGEVILLE, OH, 44039, NATURE OF BUSINESS: NON-PROFIT, START DATE: 10/2021, POSITION/TITLE/RELATIONSHIP: TREASURER, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: BOOKS AND RECORDS, NO CHECKWRITING; 3) NAME OF OTHER BUSINESS: VANTAGE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-29 |
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