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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 2025-02-08
  • FL RA
    APPROVED
    Since 2025-02-08

Branch Locations

101 E Town Place Suite 110-B, St Augustine, FL 32092 • 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
Concourse Financial Group Securities Inc St Augustine FL 03/2006 02/2025
(Dba) Centerpoint Advisory Services Inc St Augustine FL 03/2000 06/2017
(Dba) Florida Shield Insurance & Advisory St Augustine FL 07/2017 Present
Cetera Wealth Services, Llc El Segundo CA 01/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 01/2025 Present
  • 03/2006 → 02/2025
    Concourse Financial Group Securities Inc
    St Augustine, FL
  • 03/2000 → 06/2017
    (Dba) Centerpoint Advisory Services Inc
    St Augustine, FL
  • 07/2017 → Present
    (Dba) Florida Shield Insurance & Advisory
    St Augustine, FL
  • 01/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2025 → Present
    Schaumburg, IL
Previous Registrations
  • 2006-03-15 → 2025-02-21
    Concourse Financial Group Securities, Inc.
    St. Augustine, FL
    St. Augustine, FL
    Birmingham, AL
  • 2003-08-26 → 2005-09-13
    Concourse Financial Group Securities, Inc.
    Jacksonville, FL
  • 2000-02-11 → 2003-08-04
    Jacksonville, FL
Other Businesses

(dba) FLORIDA SHIELD INSURANCE & ADVISORY; Investment Related; 101 E Town Place, Ste 110-B, St Augustine, FL 32092; Insurance; Owner; Start Date 07/2017; 160 hours per month with most hours per month occurring during trading hours; Insurance activities to include P&C as well as life and health products. >> SIMPLICITY LIFE; Investment Related; 4134 Deegan Court, Suite 300, Monticello, MN 55362; Insurance; Insurance Agent; Start Date 01/2014; 10 hours per month; Insurance sales and service with a focus on Life and Annuity business. >> ST JOHNS WEALTH ADVISORS; Investment Related; St Augustine, FL; Other; Owner/Adviser; Start Date 08/2024; 200 hours per month with a majority of those hours per month occurring during trading hours; Organization represents all of my broker dealer activities and creates a separation between those activities and those with my insurance agency, Florida Shield Agency, LLC.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-03-15
  • S66 Uniform Combined State Law Examination
    2000-03-15
Designations
Other Names
  • Billy Hohmann

View on SEC IAPD

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