Lawrence James Roemer

Current Employers

Employment History

• 06/2015 → 09/2018
  Living Benefits Solutions
  Lawrenceville, GA
• 06/2015 → 09/2018
  Alliance Group
  Lawrenceville, GA
• 05/2016 → 12/2016
  Signator Investors, Inc.
  Lawrenceville, GA
• 01/2015 → Present
  Rfs Company Llc
  Lawrenceville, GA
• 04/2017 → 05/2017
  Equity Services Inc
  Montpelier, VT
• 09/2013 → 12/2024
  National Life Group
  Lawrenceville, GA
• 07/2017 → 02/2018
  Invest Financial Corporation
  Tampa, FL
• 02/2018 → 12/2024
  Lpl Financial Llc
  Buford, GA
• 09/2018 → Present
  Infinity Cpa Network
  Suwanee, GA
• 12/2024 → Present
  Cetera Advisors Llc
  St Cloud, MN
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-02-14 → 2024-12-18
  Lpl Financial Llc
  Suwanee, GA
• 2017-07-21 → 2018-02-14
  Invest Financial Corporation
  Buford, GA
  Appleton, WI
• 2017-04-19 → 2017-06-01
  Equity Services, Inc.
  Lawrenceville, GA
  Montpelier, VT
  Lawrenceville, GA
• 2016-05-13 → 2016-12-31
  Signator Investors, Inc.
  N Chesterfield, VA
  Lawrenceville, GA
• 2013-06-24 → 2016-05-13
  Transamerica Financial Advisors, Llc
  St. Petersburg, FL
  Lawrenceville, GA
  Richmond, VA
  Lawrenceville, GA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 08/1998 APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 POSITION/TITLE/RELATIONSHIP: AGENT BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE 2. NAME OF OTHER BUSINESS: ASPIRE CPA GROUP INVESTMENT RELATED: YES ADDRESS: 1325 SATELLITE BLVD NW SUWANEE, GA 30024 NATURE OF BUSINESS: TAX AND ACCOUNTING SERVICES START DATE: 01/2020 APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 POSITION/TITLE/RELATIONSHIP: CFP BRIEF DESCRIPTION OF DUTIES: TAX AND ACCOUNTING CONSULTING FOR BUSINESS OWNERS 3. NAME OF OTHER BUSINESS: INFINITY CPA NETWORK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: INSURANCE WHOLESALER START DATE: 09/2018 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT BRIEF DESCRIPTION OF DUTIES: LICENSE AGENTS ON FIXED INSURANCE PRODUCTS 4. NAME OF OTHER BUSINESS: RFS Company LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: ENTITY IS USED FOR TAX PURPOSES START DATE: 01/2015 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 POSITION/TITLE/RELATIONSHIP: OWNER BRIEF DESCRIPTION OF DUTIES: ENTITY IS USED FOR TAX PURPOSES

Exams

• S66 Uniform Combined State Law Examination
  2013-04-16

Designations

Other Names

• Larry Roemer
• Lawrence James Roemer