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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2010-07-01 |
Branch Locations
3731 Sunset Lane Suite 100, Antioch, CA 94509 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Dombrowski & Associates Cpas Llp | Walnut Creek | CA | 01/2002 | Present |
| Lone Tree Funding & Mortgage | Antioch | CA | 11/2003 | Present |
| Cetera Financial Specialists Llc | Schuamburg | IL | 06/2010 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2010 | Present |
| Dombrowski Wealth Management | Antioch | CA | 08/2010 | Present |
| Lone Tree Investments & Wealth Management | Antioch | CA | 08/2010 | Present |
| Accel Consulting | Walnut Creek | CA | 12/2012 | Present |
1)DOMBROWSKI & ASSOCIATES CPAS LLP; NON INV REL; SAME AS REGISTERED ADDRESS; CPA FIRM WITH LIMITED POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS; MANAGING PARTNER; 02/01/2002; 160 HRS/MTH: 2) CATHERINE ANN DOMBROWSKI DBA LONE TREE FUNDING & MORTGAGE; NON INV REL; SAME AS REGISTERED LOCATION; MORTGAGE; OWNER/BROKER; LOAN ORIGINATION; START DATE 11/2003; 0-25 HRS/MTH DURING TRADING HRS 3) ACCEL CONSULTING; NON INV REL; SAME AS REGISTERED ADDRESS; OWNER; CONSULTING TAX SERVICES FOR BUSINESS (INACTIVE); START DATE 7/01/01; 4) DOMBROWSKI WEALTH MANAGEMENT; INV RELATED; ANTIOCH, CA; REGISTERED REPRESENTATIVE AND INVESTMENT ADVISER REPRESENTATIVE; START DATE 08/10; 25 HRS/MTH: 5) LONE TREE INVESTMENTS & WEALTH MANAGEMENT; INV RELATED; ANTIOCH, CA; REGISTERED REPRESENTATIVE AND INVESTMENT ADVISER REPRESENTATIVE; START DATE 08/10; 25 HRS/MTH: 6)NAME OF OTHER BUSINESS: DEER VALLEY FINANCIAL SERVICES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: BANK ACCOUNT ; START DATE: 02/2005 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: NONE ; APX NUMBER OF HOURS DURING TRADING HOURS: NONE ; BRIEF DESCRIPTION OF DUTIES: BANK ACCOUNT FOR BOOKKEEPING PURPOSES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-07 |
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