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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-29 |
Branch Locations
1349 W Lane Avenue Ste 900, Columbus, OH 43221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Group Benefits Agency | Columbus | OH | 05/2013 | 01/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Assuredpartners | Columbus | OH | 01/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: ASSUREDPARTNERS ; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INSURANCE SALES; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: AGENT; APX NUMBER OF HOURS PER WEEK: 25; APX NUMBER OF HOURS DURING TRADING HOURS: 25; BRIEF DESCRIPTION OF DUTIES: NEW SALES AND SERVICING, DENTAL AND GROUP DISABILITY INCOME, DISABILITY, LIFE,ACCIDENT , HEALTH; 2. OWNER OF HASTINSG ELITE, LLC - DUBLIN, OH 8 NON SEC HRS PER WEEK SINCE 01/2011 3. NAME OF OTHER BUSINESS: ASSURED PARTNERS DBA ASSURED NEACE LUKENS INVESTMENT RELATED: YES ADDRESS: 285 COZZINS ST COLUMBUS, OH 43215 NATURE OF BUSINESS: INSURANCE SALES START DATE: 1/2015 APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF TRADING HOURS PER WEEK: 17 POSITION/TITLE/RELATIONSHIP: PRODUCER BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR SALES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-17 |
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