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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-06
  • FL RA
    APPROVED
    Since 2025-02-06

Branch Locations

706 Turnbull Avenue Suite 101A, Altamonte Springs, FL 32701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
George R Udvari, Cpa, Pa Altamonte Springs FL 01/2003 Present
Concourse Financial Group Securities Inc Altamonte Springs FL 11/2004 02/2025
Concourse Financial Group Securities Inc Altamonte Springs FL 01/2008 02/2025
Cetera Wealth Services, Llc El Segundo CA 01/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2025 Present
  • 01/2003 → Present
    George R Udvari, Cpa, Pa
    Altamonte Springs, FL
  • 11/2004 → 02/2025
    Concourse Financial Group Securities Inc
    Altamonte Springs, FL
  • 01/2008 → 02/2025
    Concourse Financial Group Securities Inc
    Altamonte Springs, FL
  • 01/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2008-01-17 → 2025-02-21
    Concourse Financial Group Securities, Inc.
    Altamonte Springs, FL
    Altamonte Springs, FL
    Birmingham, AL
Other Businesses

GEORGE R UDVARI, CPA, PA; Non-Investment Related; 706 Turnbull Avenue, Suite 101A, Altamonte springs, FL 32701; Accounting; CPA; Start Date 01/2004; 100 hours per month with the majority of hours per month occurring during trading hours; Accounting, tax, financial services. >> INTEGRITY FINANCIAL AND INSURANCE PLLC; Non-Investment Related; 309 Oak Hill Drive, Altamonte Springs, FL 32701; Insurance and Financial Services; Registered Agent; Start Date 03/2009; No hours per month; Registered Agent duties. >> EMPIRE RESTAURANT GROUP LLC; Non-Investment Related; 706 Turnbull Avenue, Ste 303, Altamonte Springs, FL 32701; Restaurant; Registered Agent; Start Date 03/2016; Registered Agent duties. >> TURNBULL PROFESSIONAL CENTER; Non-Investment Related; 706 Turnbull Avenue, Suite 101A, Altamonte Springs, FL 32701; Officer; Treasurer; Start Date 01/2023; 1 hour per month with no hours per month occurring during trading hours; Board member (Treasurer) for condo association. >> POA; Non-Investment Related; Winter Springs, FL; Other; Durable Power of Attorney (POA); Start Date 02/2010; No hours per month; I hold durable power of attorney for my father.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-11
  • S66 Uniform Combined State Law Examination
    2008-01-11
Other Names
  • Mike Joseph Udvari
  • Mikey Udvari

View on SEC IAPD

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