Best Investors Account Sign in
Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-03-21
TX RA APPROVED 2024-03-21
  • OH RA
    APPROVED
    Since 2024-03-21
  • TX RA
    APPROVED
    Since 2024-03-21

Branch Locations

123 S Miller Rd Ste 100, Fairlawn, OH 44333 • 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
Ss&G Wealth Management Llc Akron OH 12/2005 07/2018
Cetera Advisors Llc Denver CO 01/2013 Present
Springside Partners Llc Akron OH 04/2016 10/2018
Prosperity Advisors, Llc & Dba - Ss&G Wealth Management Akron OH 07/2018 01/2022
Vita Advisors, Llc Fairlawn OH 11/2021 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2024 Present
  • 12/2005 → 07/2018
    Ss&G Wealth Management Llc
    Akron, OH
  • 01/2013 → Present
    Cetera Advisors Llc
    Denver, CO
  • 04/2016 → 10/2018
    Springside Partners Llc
    Akron, OH
  • 07/2018 → 01/2022
    Prosperity Advisors, Llc & Dba - Ss&G Wealth Management
    Akron, OH
  • 11/2021 → Present
    Vita Advisors, Llc
    Fairlawn, OH
  • 03/2024 → Present
    Schaumburg, IL
Previous Registrations
  • 2016-04-07 → 2018-10-09
    Springside Partners Llc
    Akron, OH
Other Businesses

(1) C.A.M.P. - CAST APPRENTICESHIP MENTORSHIP PROGRAM, NOT INVESTMENT RELATED, 4450 BELDEN VILLAGE STREET, SUITE 206, CANTON, OH 44718, NON-PROFIT YOUTH MENTORING THROUGH YOUNG PROFESSIONALS NETWORK, START APRIL 2013, 1 HOUR PER WEEK - NOT DURING TRADING HOURS, OPERATING COMMITTEE MEMBER. (2) GOODWILL INDUSTRIES, NOT INVESTMENT RELATED, 570 E WATERLOO RD, AKRON, OH 44319, NON-PROFIT, START 3/2015, LESS THAN 1 HOUR PER WEEK - NOT DURING TRADING HOURS, BOARD OF DIRECTOR. (3)NAME OF OTHER BUSINESS: THE GREATER AKRON CHAMBER INVESTMENT RELATED: NO ADDRESS: 1 CASCADE PLAZA, 17TH FL AKRON OH 44308 NATURE OF BUSINESS: NETWORKING GROUP START DATE: 2/2017 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: MEMBER BRIEF DESCRIPTION OF DUTIES: ATTEND VARIOUS EVENTS HOSTED BY GROUP (4)NAME OF OTHER BUSINESS: VITA ADVISORS, LLC ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REFISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 11/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; (5) NAME OF OTHER BUSINESS: UNIVERSITY OF AKRON, DEPARTMENT OF ECONOMICS; INVESTMENT RELATED: NO; ADDRESS: 259 S BROADWAY ST, AKRON, OH 44325; NATURE OF BUSINESS: BOARD; START DATE: 09/2022; POSITION/TITLE/RELATIONSHIP: ADVISORY BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: <1; APX NUMBER OF HOURS DURING TRADING HOURS: <1; DUTIES: ASSIST IN STRENGTHENING THE STUDY OF ECONOMICS AS A PREFERRED COLLEGE MAJOR BY PROVIDING ADVICE, GUIDANCE, ADVOCACY, COLLABORATION, & RESOURCES TO THE DEPARTMENT OF ECONOMICS. TO BE STRONG ADVOCATES FOR STUDENTS' EDUCATION & ADVANCEMENT, CONTINUAL CURRICULUM IMPROVEMENT & THE DEPARTMENT OF ECONOMICS; (6) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/2023; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: FIXED ANNUITIES;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-10
  • S66 Uniform Combined State Law Examination
    2011-05-10
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairlawn, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor