Deborah Mack Roundtree

Current Employers

Employment History

• 09/1990 → Present
  Deborah J. Mack, Cpa
  Philadelphia, PA
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 07/2004 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2002 → Present
  Macktree Financial Services
  Philadelphia, PA
• 09/2021 → Present
  Cetera Advisors Llc
  St. Cloud, MN
• 07/1992 → Present
  Macktree, Llc
  Philadelphia, PA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2004-07-02 → 2021-10-12
  Cetera Investment Advisers Llc
  Philadelphia, PA
  Bala Cynwyd, PA
  Bala Cynwyd, PA
• 2001-11-20 → 2004-07-02
  Genworth Financial Planning Corporation
  Philadelphia, PA

Other Businesses

(1) FIXED INSURANCE WITH VARIOUS COMPANIES, UNDER dba MACKTREE FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE 05/2002, INSURANCE AGENT, APX NUMBER OF HOURS PER WEEK: 2, APX NUMBER OF HOURS DURING TRADING HOURS: 2, SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG-TERM CARE; (2) NAME OF OTHER BUSINESS: MACKTREE, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE: 07/1992, POSITION/TITLE/RELATIONSHIP: OWNER/CPA APX NUMBER OF HOURS PER WEEK: 25, APX NUMBER OF HOURS DURING TRADING HOURS: 3 BRIEF DESCRIPTION OF DUTIES: DBA FOR ACCOUNTING AND TAX SERVICES; (3) NAME OF OTHER BUSINESS: MACKTREE FINANCIAL SERVICES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2002, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-10-16

Other Names

• Deborah Lee Mack-Roundtree
• Dborah Jones Mack
• Deborah Mack Roundtree