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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 | 2025-03-26 |
| MI | RA | APPROVED | 2025-02-20 |
Branch Locations
43252 Woodward Avenue Suite 100, Bloomfield Hills, MI 48302 • 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 |
|---|---|---|---|---|
| Lincoln Financial Securities Corp | Bloomfield Hills | MI | 07/2008 | 09/2017 |
| Independent Advisors Group Corp | Troy | MI | 09/2004 | 12/2016 |
| Concourse Financial Group Securities Inc | Bloomfield Hills | MI | 10/2017 | 02/2025 |
| (Dba) Nast Financial Solutions Llc | Bloomfield Hills | MI | 09/2003 | Present |
| Cetera Wealth Services, Llc | Bloomfield Hills | MI | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1. (dba) NAST FINANCIAL SOLUTIONS LLC; Investment Related; 43252 Woodward Avenue, Suite 100, Bloomfield Hills, MI 48302; Insurance and Financial Services; Owner/Producer; Start Date 09/2003; 180 hours per month with most hours per month occurring during trading hours; In addition to securities related advice and solutions, I also offer life and annuity insurance products based on client needs. 2. NAME OF OTHER BUSINESS: NAST FINANCIAL SOLUTIONS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 25, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-14 |
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