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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 | 2025-02-21 |
| FL | RA | APPROVED | 2025-02-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Crews Tax & Accounting Llc | Longwood | FL | 02/2017 | 12/2018 |
| Millares And Company | Coral Gables | FL | 01/2016 | 02/2017 |
| Concourse Financial Group Securities Inc | Heathrow | FL | 07/2017 | 02/2025 |
| Dickson & Mcdonald, Pa | Delant | FL | 01/2017 | 12/2017 |
| (Dba) Solutions Group (Solutions Group Wealth Mgmt Llc) | Heathrow | FL | 01/2019 | Present |
| Solutions Group (Solutions Group Assurance Services | Heathrow | FL | 01/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schuamburg | IL | 01/2025 | Present |
(dba) SOLUTIONS GROUP (aka SOLUTIONS GROUP WEALTH MANAGEMENT LLC); Investment Related; 1275 Lake Heathrow Lane, Heathrow, FL 32746; Investment Advisory Services; Financial Adviser/Partner; Start Date 01/2019; Providing Securities, Investment, and Insurance Products and Services. >> SOLUTIONS GROUP (SOLUTIONS GROUP ASSURANCE SERVICES); Non-Investment Related; 1404 N Ronald Reagan Blvd, Ste 1120, Longwood, FL 32750; Accounting/Tax; Member/Partner; Start Date 01/2019; Tax Accounting and Payroll Services; Perform financial statement assurance services to local businesses in the area. My role as manager is to ensure that the business runs smoothly. >> SOLUTIONS GROUP MORTGAGE dba MORTGAGE BROKER; Non-Investment Related; 1404 N Ronald Reagan Blvd, Ste 1120, Longwood, FL 32750; Mortgage Brokerage; Partner; Start Date 01/2021; 10 hours per month with those 10 hours occurring during trading hours; I provide oversight and management of the entity. >> CREWS TAX & ACCOUNTING SERVICES; Non-Investment Related; Longwood, FL 32779; Accounting; Owner; Start Date 02/2016; 5 hours per month with no hours during trading hours; Tax and Accounting Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-09 |
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