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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 | 2026-06-09 |
| MD | RA | APPROVED | 2023-06-29 |
Branch Locations
1203 Pemberton Dr, Salisbury, MD 21801 • United States
Salisbury, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 03/2015 | 12/2017 |
| Nationwide Financial | Salisbury | MD | 01/2018 | 10/2019 |
| Nationwide Securities, Llc | Columbus | OH | 01/2018 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2019 | Present |
| Wilgus Insurance Agency Inc. | Salisbury | MD | 12/2017 | Present |
| The Shore Solution Llc | Salisbury | MD | 06/2017 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 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: 10/2019 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, ANNUITIES, LONG TERM CARE AND PROPERTY AND CASUALTY (2) NAME OF OTHER BUSINESS: WILGUS INSURANCE AGENCY INC. DBA WILGUS INSURANCE AGENCY AND FINANCIAL SERVICES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 12/2017 ; POSITION/TITLE/RELATIONSHIP: VP OF OPERATIONS; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: RUN THE OPERATIONS OF THE AGENCY; (3) NAME OF OTHER BUSINESS: THE SHORE SOLUTION LLC INVESTMENT RELATED: NO ADDRESS: 27200 TARTAN LANE SALISBURY MD NATURE OF BUSINESS: REAL ESTATE RENTALS START DATE: 06/2017 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: LANDLORD DUTIES (4) NAME OF OTHER BUSINESS: HEIGHTS FINANCIAL GROUP ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 11/2021 ; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 30 ; APX NUMBER OF HOURS DURING TRADING HOURS: 30 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES ; (5) NAME OF OTHER BUSINESS: WIGHT INVESTMENT PROPERTIES INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PERSONALLY OWNED RENTAL PROPERTY START DATE: 02/28/2026 POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY TO DAY OPERATIONS, PAY RENT TO THIS ENTITY WHICH I OWN (6) NAME OF OTHER BUSINESS: MCWILLIAMS FINANCIAL GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SMALL GROUP INSURANCE SALES START DATE: 02/28/2026 POSITION/TITLE/RELATIONSHIP: MANAGING DIRECTOR APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DAY TO DAY OPERATIONS OF INSURANCE BUSINESS TO INCLUDE SMALL GROUP BENEFITS, SELF FUNDED HEALTH INSURANCE, PAYROLL SERVICES AND INDIVIDUAL HEALTH INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-28 |
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