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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
| GA | RA | APPROVED | 2023-03-21 |
Branch Locations
3020 Highlands Pkwy Se Ste B, Smyrna, GA 30082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wright Financial Llc | Mableton | GA | 10/2002 | Present |
| Voya Financial Advisors | Smyrna | GA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
NAME OF ENTITY:WRIGHT FINANCIAL GROUP, LLC; Yes; 3020 HIGHLANDS PKWY SE STE B; SMYRNA; GA; 30082; FINANCIAL SERVICES; OWNER; 8/1/2002; 200; 120; INSURANCE & FINANCIAL PRODUCT SALES|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 3020 HIGHLANDS PKWY SE STE B; SMYRNA; GA; 30082; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 10/27/2006; 200; 120; SALES OF FIXED INSURANCE PRODUCTS|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-08 |
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