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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 | 2024-03-21 |
| FL | RA | APPROVED | 2024-02-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Singer Wealth Management | Boca Raton | FL | 10/2015 | 03/2017 |
| Investacorp Inc | Miami | FL | 02/2016 | 03/2017 |
| Investacorp Advisory Services | Miami | GA | 02/2016 | 03/2017 |
| Summit Financial Group Inc. | Boca Raton | FL | 04/2017 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 04/2017 | 09/2021 |
| Summit Brokerage Services, Inc. | Boca Raton | FL | 04/2017 | 09/2019 |
| Cetera Investment Advisers Llc | El Segundo | CA | 11/2018 | 09/2021 |
| Finalis Securities Llc | Corte Madera | CA | 09/2021 | Present |
| Cetera Advisors Llc | Greenwood Village | CO | 07/2022 | Present |
| First Allied Securities Inc. | San Diego | CA | 07/2022 | 09/2022 |
| Eco-Tax | Boca Raton | FL | 10/2018 | Present |
| Pdmk, Llc | Boca Raton | FL | 10/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
| Cetera Investment Advisers Llc | San Diego | CA | 03/2024 | Present |
1) NAME OF OTHER BUSINESS: ECO-TAX, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: TAX AND ACCOUNTING, START DATE:10/2018, POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE, APX NUMBER OF HOURS PER WEEK 5, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SUPPORT FOR BACK OFFICE TASKS, PRIMARILY DURING TAX SEASON; 2) NAME OF OTHER BUSINESS: PDMK, LLC, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: EXPENSE MANAGEMENT, START DATE:10/2018, POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER, LESS THAN ONE HOUR PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: LLC SET UP FOR TAX PURPOSES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-30 |
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