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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-01-14 |
Branch Locations
1000 Skokie Blvd Ste 450, Wilmette, IL 60091 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 01/2013 | 12/2024 |
| Lifetime Financial Group | Wilmette | IL | 05/2016 | Present |
| Bright Futures Wealth Management Llc | Wilmette | IL | 02/2017 | 12/2024 |
| Bright Futures Wealth Management, Llc | Wilmette | IL | 11/2021 | 12/2024 |
| Self-Employed | Chicago | IL | 01/2002 | 03/2017 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 12/2024 |
| Silver Oak Securities Inc | Jackson | TN | 01/2025 | Present |
Lifetime Financial Group, Is Investment Related,"1000 Skokie Blvd., Ste. 450, Wilmette, IL, 60091, United States", Financial Planning / Investment Advisory & Management, Investment Advisor / Equity Strategist,5/30/2016,180 hours per month,30 hours per month during trading hours, Salary Compensation, Research and review stocks and ETFs; manage portfolios of stocks and/or ETFs on an ongoing basis; meet with clients for financial planning and investment review; help service assistants with technology and process questions; assist where needed in all aspects of office functioning.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-16 |
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