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11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
11711 N. College Ave Suite 200, Carmel, IN 46032 • United States
Bradenton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | 11/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2006 | 11/2023 |
| Ssb Tax Professionals, Inc. | Bradenton | FL | 10/1999 | Present |
| Archer Investment Corp | Carmel | IN | 11/2023 | Present |
1)SSB TAX PROFESSIONALS INC.; NOT INV REL: TAX PREP & ACCOUNTING,COUNSELING,PAYROLL,REPRESENTATION BEFORE IRS & STATES; PRESIDENT AS OF 4/83; 35HR/WK; PARTNERS: DONN D. SHINN (SON), EQUAL OWNER & VP: 2)LIFE INSURANCE, SAME ADDRESS AS REGISTERED LOCATION: 3)DARREL SHINN FINANCIAL SERVICES, INVESTMENT-RELATED, SAME ADDRESS AS REGISTERED LOCATION, OWNER AND SOLE PROPRIETOR: 4) NAME OF OTHER BUSINESS: KIWANIS CLUB OF ANNA MARIA ISLAND, INC.; INVESTMENT RELATED: NO; ADDRESS: 464 63RD STREET, HOMES BEACH, FL 34217; NATURE OF BUSINESS: CIVIC CLUB; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP:BOARD MEMBER / MEMBERSHIP CHAIR / SCHOLARSHIP CHAIR; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: ADVISE TREASURER ON QUICKBOOKS PROGRAM, INDOCTRINATE NEW MEMBERS ON CLUB POLICIES, RAISE FUNDS FOR SCHOLARSHIP GRANTS; 5)NAME OF OTHER BUSINESS: KIWANIS CLUB OF ANNA MARIA ISLAND FOUNDATION, INC.; INVESTMENT RELATED: NO; ADDRESS: 464 63RD STREET, HOMES BEACH, FL 34217; NATURE OF BUSINESS: FOUNDATION; START DATE: 10/2018; POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 3; BRIEF DESCRIPTION OF DUTIES: ASSIST PRESIDENT IN MONITORING INVESTMENTS AND ASSIST IN BENEFICIARY SELECTION;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-05 |
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