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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2022-12-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Westborough | MA | 08/2016 | 06/2018 |
| Summit Star Financial | Westborough | MA | 08/2016 | Present |
| The Patriot Financial Group | Westborough | MA | 09/2016 | 11/2024 |
| Securities America, Inc. | Westborough | MA | 06/2018 | 12/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2022 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2022 | Present |
1) SUMMIT STAR FINANCIAL, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, PRINCIPAL AND INDEPENDENT FINANCIAL ADVISOR, OWNER, SECURITIES AND FINANCIAL PLANNING, 60H/WEEK, 35H/WEEK DURING TRADING HOURS, SINCE 08/2016. 2) SUMMIT STAR ADVISORY, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR ADVISORY SERVICES, OWNER, FINANCIAL ADVISORY SERVICES, ADVICE, ASSET MANAGEMENT, 40H/WEEK, SINCE 08/2016.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
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