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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-14 |
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
2735 N Holland-Sylvania Rd Unit B-3, Toledo, OH 43615 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Savage & Associates | Toledo | OH | 06/2001 | 01/2017 |
| Voya Financial Advisors | Toledo | OH | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:Holmes Financial Partners; Yes; 2735 HOLLAND SYLVANIA ROAD UNIT B3; TOLEDO; OH; 43615; Financial Services; Owner; 12/11/2008; 160; 160; Financial Services|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 2735 HOLLAND SYLVANIA ROAD UNIT B3; TOLEDO; OH; 43615; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 12/11/2008; 160; 160; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Jake Holmes Properties, LLC.; No; 2735 HOLLAND SYLVANIA ROAD UNIT B3; TOLEDO; OH; 43615; Office Property Ownership; Owner; 2/1/2012; 4; 4; Own and maintain office condo.|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-10-19 |
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