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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 10/2015 | 05/2022 |
| Cuna Brokerage Services, Inc | Waverly | IA | 10/2015 | 05/2022 |
| Lpl Financial Llc | Macon | GA | 05/2022 | 10/2024 |
| Concourse Financial Group Securities Inc | Macon | GA | 01/2025 | 02/2025 |
| (Dba) Bolder Investment Group Llc | Macon | GA | 01/2025 | Present |
| Cetera Wealth Services, Llc | Macon | GA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) BOLDER INVESTMENT GROUP LLC; Investment Related; Macon, GA; Insurance and Financial Services; Associate; Start Date 01/2025; Hours per month vary; Doing business as name.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-09-27 |
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