Kevin Michael Zoltek

Current Employers

Employment History

• 10/1997 → Present
  Kevin M Zoltek Cpa
  Washington, NC
• 09/2013 → Present
  Cetera Wealth Services, Llc
  Kinston, NC
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-09-12 → 2013-09-03
  Walnut Street Securities, Inc.
  Kinston, NC

Other Businesses

1) NAME OF OTHER BUSINESS: KEVIN M. ZOLTEK, CPA/PFS, CGMA ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA ACTIVITIES ; POSITION/TITLE/RELATIONSHIP: OWNER / CPA / FINANCIAL PLANNER ; START DATE: 10/1997 ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: CPA AND FINANCIAL PLANNING ; 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: 12/2000 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE ; 3) NAME OF OTHER BUSINESS: KINSTON ATHLETICS; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: NON-PROFIT ORGANIZATION ; START DATE: 01/2019 ; POSITION/TITLE/RELATIONSHIP: TREASURER ; APX NUMBER OF HOURS PER WEEK: 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: 1 ; BRIEF DESCRIPTION OF DUTIES: TREASURER DUTIES ; 4) GATHERING ANNUAL CENSUS DATA TO THE VARIOUS TPA GROUPS AT PERSONAL RESIDENCE ADDRESS FOR 1HR/WK SINCE 2001;

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-08-31
• S66 Uniform Combined State Law Examination
  2001-03-19

Designations