Steven Jay Greenberg

Current Employers

Employment History

• 09/2013 → 09/2019
  Summit Brokerage Services Inc
  St Simons Island, GA
• 09/2013 → 05/2021
  Summit Financial Group
  St Simons Island, GA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-09-12 → 2021-05-20
  Summit Financial Group Inc
  St Simons Island, GA
• 2008-11-12 → 2013-10-10
  Ic Advisory Services, Inc.
  Middletown, NJ
  Bedminster, NJ
• 2005-08-08 → 2008-10-28
  Citigroup Global Markets Inc.
  Sea Girt, NJ
  Sea Girt, NJ
• 2002-04-22 → 2005-08-18
  Ubs Financial Services Inc.
  Red Bank, NJ

Other Businesses

1.OAK HILL FINANCIAL, LLC DBA FOR SECURITES BUSINESS AS WELL AS INSURANCE SALES. SOLE PROPRIETOR. DEVOTE 5-10HRS/MO. OWN 100%. COMPENSATION FROM VARIES. ESTABLISHED 11/05/2008. 2. STEVEN GREENBERG-TAX PREPARATION. NOT A BUSINESS ENTITY. SOLE PROPRIETOR. PERSONAL INCOME TAX PREPARATION.OWN 100%. DEVOTE 20-30 HRS/MO DURING THE MONTHS OF MARCH & APRIL. NO INCOME. 3. NAME OF OTHER BUSINESS: W FINANCIAL ADVISORS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2001-03-28