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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
1201 Camellia Blvd Ste 209, Lafayette, LA 70508 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Youngville | LA | 09/2015 | 09/2019 |
| Summit Financial Group Inc | Lafayette | LA | 09/2015 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. CANAM WEALTH ADVISORS LLC; INVESTMENT RELATED; 1201 CAMEILA BLVD SUITE 209, LAFAYETTE, LA 70508; NAME OF DBA; PRESIDENT; STARTED 10/28/2016; APX 160 HOURS/MONTH ALL DURING TRADING; NAME OF DBA 2. LAFAYETTE CONSOLIDATED GOVERNMENT PARKS AND RECREATION DEPARTMENT, NOT INVESTMENT RELATED, NON-PROFIT, 1919 ERASTE LANDRY LAFAYETT, LA, AQUATICS DIRECTOR, 2009, 32 HRS/MO, 0 DURING TRADING, DEVELOP NEW SWIMMING ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-30 |
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