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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 | 2024-11-25 |
| NY | RA | APPROVED | 2024-03-21 |
Branch Locations
5858 E Molloy Rd Ste 102, Syracuse, NY 13211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| R. Massey Group Wealth | Syracuse | NY | 02/2004 | Present |
| Massey Group Wealth Management | Syracuse | NY | 10/2005 | Present |
| Cetera Advisors Llc | El Segundo | CA | 01/2013 | Present |
| Solomon Massey Insurance Agency | Cassellberry | FL | 10/2018 | Present |
| Massey Doctors Insurance Specialists | Syracuse | NY | 07/2020 | Present |
| Bright Futures Wealth Management | Syracuse | NY | 05/2019 | 12/2025 |
| Bright Futures | Rochester | NY | 08/2008 | 10/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
(1) NAME OF OTHER BUSINESS: MASSEY GROUP WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES POSITION/TITLE/RELATIONSHIP: SALES BRANCH MANAGER START DATE: 6/2017 APX NUMBER OF HOURS PER WEEK: 23 APX NUMBER OF HOURS DURING TRADING HOURS: 23 BRIEF DESCRIPTION OF DUTIES: ASSET ALLOCATION USING PROFESSIONAL MONEY MANAGERS (2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: 7179 BRANDYWINE DR, ENGLEWOOD, FL 32224; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 6/2026; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; (3) NAME OF OTHER BUSINESS: SOLOMON MASSEY INSURANCE AGENCY; INVESTMENT RELATED: YES; ADDRESS: 336 WILSHIRE BLVD, CASSELLBERRY FL 32707; NATURE OF BUSINESS: INSURANCE AGENCY; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: SELLING FIXED INSURANCE PRODUCTS; (4) NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LIFE SETTLEMENT; START DATE: 08/2019; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC.; (5) NAME OF OTHER BUSINESS: MASSEY DOCTORS INSURANCE SPECIALISTS; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE PRODUCTS; START DATE: 7/2020; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: SELLING AND SERVICING FIXED INSURANCE PRODUCTS AND CLIENTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-05 |
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