Stanley Eugene Retz

Current Employers

Employment History

• 08/1985 → 01/2021
  Retz Baker Pa Cpa'S
  Titusville, FL
• 06/2004 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 12/2006 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2021 → 11/2023
  Fawn Lake Community Association
  Mims, FL
• 01/2021 → Present
  Eag, Pa, Cpas
  Edgewater, FL
• 01/2021 → Present
  Retz Financial, Inc
  Titusville, FL
• 12/2006 → Present
  Citrus Motors, Inc
  Titusville, FL

Other Businesses

1) IT FITZ HOMES, INC. 50% STOCKHOLDER S-CORP, OFFICER, VICE PRES AND TREAS. 2) RETZ BAKER REAL ESTATE HOLDINGS, LLC; NON-INV. RELATED; TITUSVILLE, FL; CURRENTLY INACTIVE; CO-MANAGING MEMBER; SINCE 05/2013, > 1 HR. 3) EAG, PA, CPAS, NOT INV REL, CPA SERVICES, 100% OWNER, SINCE 1/2021: 4) STANLEY E. RETZ, PA, NOT INV REL, REAL ESTATE LICENSE IN FL, BROKER, SINCE 04/2006: 5) YMCA OF CENTRAL FL, TITUSVILLE FAMILY CTR, NOT INV REL, BD MBR, MONTHLY MTGS, 1/2H/MNTH: 6) STR HOLDING LLC, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL ADDRESS, REAL ESTATE, STATED 01/2023, PARTNER WITH SPOUSE, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, 3 CONDO RENTAL UNITS (1 CONDO, 4 VACANT REAL ESTATE LOTS) TITUS ROTARY CLUB, NOT INV REL, SAME AS RESIDENTIA ADDRESS, NON-PROFIT, 07/2023, PRESIDENT, APPROX. 2 HRS PER WEEK, PRESIDE OVER MEETINGS, ALSOME PROPERTIES, LLC, NOT INVS REL, SAME AS RESIDENTIAL ADDRESS, REAL ESTATE, 02/2017, MANAGING MEMBER, < HR PER WEEK, OWNED RESIDENTIAL REAL ESTATE: 7) CITRUS MOTORS, INC., NOT INV REL, 100% OWNER, USED CAR LOT, SINCE 12/2012, 1H/WK: OCCASIONALLY PURCHASE AND SELL USE CARS: 8) STARLY HOLDINGS, LLC; NOT INV-REL; SAME AS REGISTERED ADDRESS; RESIDENTIAL RENTAL; START 3/21/12; 1 HR/WK AFTER TRADING HOURS; LEASE SINGLE FAMILY RESIDENCE 9) NORTH BREVARD MEDICAL SUPPORT INC.; NOT INV-REL; NOT FOR PROFIT ORGANIZATION; 213 BROAD ST, TITUSVILLE, FL 32796; START 1/2013; 1 HR/WK AFTER TRADING HOURS; BOARD OF DIRECTORS 10) NORTH BREVARD ECONOMIC DEVELOPMENT ZONE; NOT INV-REL; ORGANIZATION PROVIDING INCENTIVES FOR JOB CREATION; 400 SOUTH ST 1-A, TITUSVILLE, FL 32780; START 7/2011; 1 HR/WK AFTER TRADING HOURS; BOARD MEMBER 11) NORTH BREVARD HOSPITAL DISTRICT DBA PARRISH MEDICAL CENTER; NOT INV-REL; NOT FOR PROFIT HOSPITAL; 951 N WASHINGTON AVE, TITUSVILLE, FL 32780; START 1/2013; 1 HR/WK AFTER TRADING HOURS; BOARD OF DIRECTORS 12) CITY OF TITUSVILLE GENERAL EMPLOYEE PENSION BOARD; NOT INV-REL; LOCAL CITY PENSION PLAN; ADDRESS NOT DISCLOSED- TITUSVILLE, FL; START 9/2010; 1 HR/WK AFTER TRADING HOURS; BOARD MEMBER 13) STANLEY E RETZ TRUST, NOT INVESTMENT RELATED, SAME AS RESIDENTIAL LOCATION, REAL ESTATE, STARTED 1987, OWNER, APX 1 HOUR PER WEEK, NOT DURING TRADING HOURS, COMMERCIAL AND RESIDENTIAL REAL ESTATE RENTAL 14)NAME OF OTHER BUSINESS: RETZ FINANCIAL, INC. ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 20-25 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20/25 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR FINANCIAL SERVICES AND INSURANCE SERVICES;

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-01-05
• S63 Uniform Securities Agent State Law Examination
  1997-11-06