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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 | 2025-01-24 |
| FL | RA | APPROVED | 2004-07-09 |
Branch Locations
704 Sw 3Rd Avenue Po Box 1239, Ocala, FL 34478 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Abacus Accounting & Tax Service,Inc | Ocala | FL | 01/1996 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2004 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2004 | Present |
1) ABACUS ACCOUNTING & TAX SERVICES, INC; NOT INV RELATED; OCALA, FL; PRESIDENT; ACCTG & TAX SERVICES; SINCE 1/2/96; 50 H/WK: 2) SANDY WEALTH MANAGEMENT, INC.; DBA NAME FOR INVESTMENT PRACTICE; INV RELATED; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES;INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/16/2016; APX NUMBER OF HOURS PER WEEK: 4 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-11-28 |
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