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Current Employers
Cetera Investment Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-09-05
  • NY RA
    APPROVED
    Since 2025-09-05

Branch Locations

369 Franklin Street Cyclorama Building, Buffalo, NY 14202 • United States

2562 Walden Ave Suite 101, Cheektowaga, NY 14225 • 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
Securities America Inc. Cheektowaga NY 10/2017 07/2023
Securities America Advisors, Inc. Cheektowaga NY 10/2017 07/2023
Lifetime Wealth Management Group, Inc. Cheektowaga NY 01/2014 Present
National Planning Corporation El Segundo CA 08/2013 10/2017
Avantax Investment Services Inc. Cheektowaga NY 07/2023 09/2025
Avantax Insurance Agency, Llc Cheektowaga NY 07/2023 09/2025
Avantax Advisory Services Cheektowaga NY 07/2023 09/2025
Cetera Wealth Services, Llc Cheektowaga NY 09/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 09/2025 Present
Lifetime Wealth Management, An Affiliate Of Lumsden Mccormick Cheektowaga NY 11/2025 Present
  • 10/2017 → 07/2023
    Securities America Inc.
    Cheektowaga, NY
  • 10/2017 → 07/2023
    Securities America Advisors, Inc.
    Cheektowaga, NY
  • 01/2014 → Present
    Lifetime Wealth Management Group, Inc.
    Cheektowaga, NY
  • 08/2013 → 10/2017
    National Planning Corporation
    El Segundo, CA
  • 07/2023 → 09/2025
    Avantax Investment Services Inc.
    Cheektowaga, NY
  • 07/2023 → 09/2025
    Avantax Insurance Agency, Llc
    Cheektowaga, NY
  • 07/2023 → 09/2025
    Avantax Advisory Services
    Cheektowaga, NY
  • 09/2025 → Present
    Cetera Wealth Services, Llc
    Cheektowaga, NY
  • 09/2025 → Present
    Schaumburg, IL
  • 11/2025 → Present
    Lifetime Wealth Management, An Affiliate Of Lumsden Mccormick
    Cheektowaga, NY
Previous Registrations
  • 2023-08-01 → 2025-09-05
    Avantax Advisory Services
    Cheektowaga, NY
  • 2021-09-14 → 2023-08-06
    Securities America Advisors, Inc.
    Cheektowaga, NY
Other Businesses

1) LIFETIME WEALTH MANAGEMENT GROUP, INC POSITION: Investment Executive NATURE: Financial planning,estate planning, retirement planning, investment planning INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2014 ADDRESS: 2562 Walden Ave, Suite 101, Cheektowaga NY 14225, United States DESCRIPTION: Asset management, risk management, retirement planning, distribution planning, portfolio management; 2) NAME OF OTHER BUSINESS: LIFETIME WEALTH MANAGEMENT, AN AFFILIATE OF LUMSDEN MCCORMICK; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-12-08
  • S63 Uniform Securities Agent State Law Examination
    2014-12-08
Other Names
  • Nick Christopher Beckman
  • Nicholas Christopher Beckman
  • Nicholas C Beckman
  • Nicholas Beckman
  • Nick Beckman
  • Nick C Beckman

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