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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 | 2025-04-01 |
| GA | RA | APPROVED | 2025-02-20 |
Branch Locations
1506 Klondike Road Sw, Suite 103, Conyers, GA 30094 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dekalb County Schools | Stone Mountain | GA | 01/2009 | 08/2025 |
| Haverty's Furniture | Mcdonough | GA | 06/2011 | 03/2020 |
| (Dba) Ici Financial Services Group | Conyers | GA | 07/2015 | Present |
| Ici Financial Services | Conyers | GA | 01/2015 | Present |
| Securities America Inc | Conyers | GA | 05/2021 | 02/2023 |
| Securities America Advisors | Conyers | GA | 01/2022 | 02/2023 |
| Concourse Financial Group Securities Inc | Conyers | GA | 02/2023 | 02/2025 |
| Cetera Wealth Services, Llc | Conyers | GA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) ICI FINANCIAL SERVICES GROUP INC; Investment Related; 1506 Klondike Rd SW, Ste 103, Conyers GA 30094; Financial Services; 1) General Manager; Start Date 07/2015; 16 hours per month with those hours per month occurring during trading hours; Broker for Life, Health, LTC, and Disability insurance products. 2) Investment Planner; Start Date 03/2023; 30 hours per month with those hours occurring during trading hours; Provide investment advice to prospects and clients. >>
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-13 |
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