Alison Marie Janke

Current Employers

Employment History

• 04/2011 → 09/2019
  Summit Brokerage Services
  Port Richey, FL
• 04/2011 → 05/2021
  Summit Financial Group Inc
  Port Richey, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2023 → Present
  Flow Yoga Llc
  Port Richey, FL

Previous Registrations

• 2011-05-06 → 2021-05-20
  Summit Financial Group Inc
  Port Richey, FL
  Port Richey, FL
• 2007-03-02 → 2011-04-20
  Wells Fargo Clearing Services, Llc
  Orlando, FL
  Tampa, FL
  Tampa, FL
  Port Richey, FL
  New Port Richey, FL
  Holiday, FL
  Hudson, FL
  New Port Richey, FL
• 2001-08-24 → 2007-03-02
  Morgan Keegan & Company, Llc
  Tampa, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Clearwater, FL
  Trinity, FL
  Oldsmar, FL
  Palm Harbor, FL
  Riverview, FL
  Seminole, FL
  Springhill, FL
  St. Petersburg, FL
  Tampa, FL
  Tampa, FL
  Spring Hill, FL
  New Port Richey, FL

Other Businesses

(1) NAME OF OTHER BUSINESS: REVOCABLE TRUST ; INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: RENTAL PROPERTIES ; START DATE: 11/2018 ; APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: OWNER ; BRIEF DESCRIPTION OF DUTIES: TRUST OWNS MULTIPLE RENTAL PROPERTIES ; (2) FIXED INSURANCE - 2 HOURS A MONTH DURING TRADING HOURS. (3) NAME OF OTHER BUSINESS: RJ WEALTH MANAGEMENT GROUP ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA FOR TAX PURPOSES ; POSITION/TITLE/RELATIONSHIP: OWNER ; START DATE: 04/2011 ; APX NUMBER OF HOURS PER WEEK: MINIMAL ; APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL ; BRIEF DESCRIPTION OF DUTIES: DBA FOR BANKING AND TAX PURPOSES ONLY ; (4) NAME OF OTHER BUSINESS: N/A ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: NOTARY ; POSITION/TITLE/RELATIONSHIP: NOTARY PUBLIC ; START DATE: 01/2012 ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: NOTARIZING DOCUMENTS FOR CLIENTS WHEN NECESSARY ; (5) NAME OF OTHER BUSINESS: SUMMIT FINANCIAL NETWORKS ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 2011; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (6) NAME OF OTHER BUSINESS: Flow Yoga LLC INVESTMENT RELATED: NO, ADDRESS: 7711 GRAND BLVD, PORT RICHEY, FL, 34668, NATURE OF BUSINESS: FITNESS STUDIO, START DATE: 02/2023, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OWN AND OPERATE YOGA STUDIO;

Exams

• S66 Uniform Combined State Law Examination
  2001-09-24

Other Names

• Alison Marie Rosenberg