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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Chester | NJ | 04/2015 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group | El Segundo | CA | 11/2016 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) FREEDOM CAPITAL GROUP; SINCE 04/13/2015; 1 MILL RIDGE LANE, CHESTER, NJ, 07930; MANAGING PARTNER; SALES; 40 HOURS SPENT ON ACTIVITY PER MONTH, 40 HOURS SPENT ON ACTIVITY PER MONTH DURING TRADING HOURS (2) NAME OF OTHER BUSINESS: TOWNSHIP BRIELLE INVESTMENT RELATED: NO ADDRESS: 601 UNION LANE, BRIELLE NJ 28730 NATURE OF BUSINESS: COMMITTEE START DATE: 8/15/2026 POSITION/TITLE/RELATIONSHIP: COUNTY COMMITTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, DISCUSSIONS VOTER OUTREACH INTERNAL MATTERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-21 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-08 |
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