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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 | 2015-03-04 |
Branch Locations
715 Douglas Avenue, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Planning Group | Altamonte Springs | FL | 02/2015 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 02/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2015 | Present |
1) CAMBRIDGE PLANNING GROUP; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 40 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL SERVICES 2) CAMBRIDGE PLANNING GROUP DBA CPG HEALTH; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 2 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE HEALTH, INDEMNITY, AND PREVENTATIVE CARE INSURANCE 3) CAMBRIDGE PLANNING GROUP DBA CPG ADVISORS; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 24 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE INVESTMENT PLANNING AND ASSET MANAGEMENT 4) CAMBRIDGE PLANNING GROUP DBA CPG FINANCIAL SERVICES; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 2/2015; 15 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE FINANCIAL AND LONG-TERM CARE PLANNING 5) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2025; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS HEALTH & HEALTH INDEMNITY; 6) NAME OF OTHER BUSINESS: R TAYLOR HANDYMAN ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS RESIDENTIAL LOCATION ; NATURE OF BUSINESS: HANDYMAN SERVICES ; START DATE: 09/2021 ; POSITION/TITLE/RELATIONSHIP: ADMIN APX NUMBER OF HOURS PER WEEK: 2-4 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2-4 ; BRIEF DESCRIPTION OF DUTIES: ASSISTANCE WITH ADMINISTRATIVE TASKS FOR SPOUSES FULL-TIME BUSINESS ON AN AS-NEEDED BASIS ; 7) VSP VISION CARE, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, VISION CARE INSURANCE, STARTED -2/2020, POSITION/TITLE/RELATIONSHIP: AGENT, APX 1 HOURS PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: SALES OF VISION CARE PLANS.FOR INDIVIDUALS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-04-28 |
| S65 | Uniform Investment Adviser Law Examination | 2006-10-12 |
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