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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_RES | 2022-03-30 |
| NY | RA | APPROVED | 2021-04-12 |
Branch Locations
1400 Old Country Rd Suite 316, Westbury, NY 11590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ed O'NEill Ltd | Westbury | NY | 12/1996 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2004 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 04/2004 | Present |
| Letter Of Fortune | Westbury | NY | 08/2012 | Present |
1) NAME OF OTHER BUSINESS: ED O'NEILL LTD ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: ACCOUNTING & TAX PRACTICE ; START DATE: 12/1996 ; POSITION/TITLE/RELATIONSHIP: OWNER / TAX PLANNER ; APX NUMBER OF HOURS PER WEEK: 60 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION & ACCOUNTING SERVICES ; 2) CIP ASSOCIATES, NOT INV REL, SELL HEALTH INSURANCE, SINCE 09/2007, 2H/WK: 3) NAME OF OTHER BUSINESS: EON ENTERPRISES INC DBA EON WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: INVESTMENT PRACTICE ; START DATE: 08/2009 ; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT / WEALTH MANAGER ; APX NUMBER OF HOURS PER WEEK: 80 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INVESTMENT PRACTICE, WEALTH MANAGEMENT ; 4) CULINARY INSTITUTE OF LONG ISLAND; HICKSVILLE, NY; VICE PRESIDENT; RECORD KEEPING; START DATE 6/2012; 2HRS/MNTH: 5)LETTERS OF FORTUNE; NON-INV REL; HICKSVILLE, NY; WRITER/OWNER; START DATE 08/2012; 2HR/MNTH: 6)LIFE AND HEALTH INSURANCE SALES, INVEST REL, SAME AS REGISTERED ADDRESS, START 05/20/14, 5HR/WK DURING TRADING HRS, HEALTH AND LIFE SALES. 7)NAME OF OTHER BUSINESS: LOCUST VALLEY CEMETERY; INVESTMENT RELATED: NO; ADDRESS: 117 RYE FIELD RD LOCUST VALLY, NY 11560; NATURE OF BUSINESS: ADVISORY BOARD; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 3-5; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: ATTEND QUARTERLY MEETINGS, REVIEW FINANCIALS AND HELP WITH AUDIT;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-12-08 |
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