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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 | 2023-02-27 |
| FL | RA | APPROVED | 2021-02-26 |
Branch Locations
28050 Us Hwy 19N Ste 300, Clearwater, FL 33761 • 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 |
|---|---|---|---|---|
| National Securities Corporation | Tampa | FL | 11/2013 | 02/2021 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2021 | Present |
| Accountants Wealth Nation Tax Services Llc | Clearwater | FL | 01/2020 | Present |
| Accountants Wealth National Group Llc; Dba For Investments | Clearwater | FL | 01/2020 | Present |
1)ACCOUNTANTS WEALTH NATIONAL TAX SERVICES, LLC, NOT INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PRESIDENT, TAX PREPARER, BUSINESS MANAGER, TAX PREPARATION, FILING SERVICES, PRIMARILY INDIVIDUAL, 5H/WEEK, SINCE 01/2020 2)ACCOUNTANTS WEALTH NATIONAL GROUP, LLC, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PRESIDENT, FINANCIAL ADVISOR, BUSINESS MANAGER, DBA FOR INVESTMENT BUSINESS, 40H/WEEK, SINCE 01/2020. 3)ABSTRACT ART CANVAS, NOT INVESTMENT RELATED, LUTZ, FL, PAINT ABSTRACT ART, PAINTER/ARTIST, 1H/WEEK, SINCE 01/2017 4) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2022; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-24 |
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