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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 | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&G Wealth Management, Llc | Akron | OH | 05/2011 | 12/2017 |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Canton | OH | 03/2018 | 09/2022 |
| Unemployed | Massillon | OH | 12/2017 | 03/2018 |
| Bank Of America N.A. | Canton | OH | 11/2022 | 11/2023 |
| Vita Advisors, Llc | Fairlawn | OH | 11/2023 | Present |
| Cetera Advisors Llc | St Cloud | MN | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: VITA ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2023, 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;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-25 |
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