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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-02-12 |
Branch Locations
2001 A Lincoln Drive West, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Usa Hockey | Cherry Hill | NJ | 01/2003 | 01/2023 |
| Summit Financial Group | Marlton | NJ | 10/2015 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Invsetment Advisers | Marlton | NJ | 02/2020 | Present |
1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, AND ANNUITIES (2) NAME OF OTHER BUSINESS: CAPITAL WEALTH ADVISORS INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 10/2015 POSITION/TITLE/RELATIONSHIP: VP INVESTMENTS, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL PLANNING
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-17 |
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