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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_RES | 2023-12-11 |
| FL | RA | APPROVED | 2023-09-27 |
Branch Locations
11540 Panama City Beach Pkwy, Panama City Beach, FL 32407 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 12/2017 | 09/2023 |
| Star Real Estate | Miramar Beach | FL | 06/2016 | 12/2017 |
| Cetera Investment Advisers Llc | Panama City Beach | FL | 09/2023 | Present |
| Cetera Investment Services Llc | Saint Cloud | MN | 09/2023 | Present |
| Regions Bank | Panama City Beach | FL | 09/2023 | Present |
1. VICE PRESIDENT AND FINANCIAL CHAIR OF SCENIC WALTON; REVIEW P&L AND OTHER FINANCIAL REPOERTS TO PROVIDE FEEDBACK TO PRESIDENT; HELP OVERSEE PROMOTION OF FUNDRAISING ACTIVITIES; 1.5 HRS/MOS.; 2. CHAIRMAN OF FRENDS OF SCENIC 30A; OVERSEE, PRIORITIZE AND IMPLEMENTATION OF GRANT APPLICATIONS AND FUTURE FUNDRAISING ACTIVITIES; 1.5 HRS/MOS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-10 |
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