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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-03-30 |
| TX | RA | APPROVED_RES | 2020-01-29 |
Branch Locations
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 |
|---|---|---|---|---|
| The Investment Center, Inc. | Sebring | FL | 08/2006 | 12/2019 |
| Capital Wealth Strategies, Inc | Sebring | FL | 08/2006 | Present |
| The Tax Maestro, Inc Dba Paul Clough, Cpa | Sebring | FL | 01/2011 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 01/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2020 | Present |
1)CAPITAL WEALTH STRATEGIES, INC.; SEBRING, FL; INVESTMENT RELATED; DBA FOR FINANCIAL/INVESTMENT SERVICES; OWNER; 40HRS/MO; SINCE 08/2006 2)THE TAX MAESTRO, INC DBA PAUL CLOUGH, CPA; SEBRING, FL; NON-INVESTMENT RELATED; TAX AND ACCOUNTING PREPARTION/SERVICES; POA TO REPRESENT CLIENTS TO THE IRS; CPA; OWNER; SINCE 01/2011; 140HRS/MO 3)ORCHID SOCIETY OF HIGHLANDS COUNTY, INC.; SEBRING, FL; NON-INVESTMENT RELATED; PROMOTE CARE OF ORCHIDS; SINCE 04/2019; PRESIDENT; MANAGE AND ORGANIZE ACTIVITIES; 20 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-06-03 |
| S65 | Uniform Investment Adviser Law Examination | 2003-05-15 |
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