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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2025-02-20 |
Branch Locations
359 South Pine Street, Spartanburg, SC 29302 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Spartanburg | SC | 02/2011 | 02/2025 |
| Kyle Atkins Financial Group | Spartanburg | SC | 12/2010 | Present |
| Cetera Wealth Services, Llc | Spartanburg | SC | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
KYLE ATKINS FINANCIAL GROUP; Investment Related; 359 South Pine Street, Spartanburg, SC 29330; Insurance; Sales and Support / Employee; Start Date 11/2010; 150 hours per month, more or less, with most hours per month occurring during trading hours; Sales and Administration Support related duties. Day to day client interactions, insurance product solicitation, sells and service, insurance quote preparation, and provide support to licensed industry professionals in our office. >> INSURANCE; Investment Related; 359 S Pine Street, Spartanburg, SC 29302; Insurance; Vice President of Operations; Start Date 11/2010; 60 hours per month with the majority of those hours occurring during trading hours; Day to day client interactions, insurance product solicitation, sells and service, insurance quote preparation, and provide support to licensed industry professionals in our office.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-27 |
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