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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Inc | Anniston | AL | 10/2015 | 08/2019 |
| Bank Of American, N.A | Anniston | AL | 06/2016 | 08/2019 |
| Concourse Financial Group Securities Inc | Anniston | AL | 08/2019 | 02/2025 |
| (Dba) Insurance Planning Services Inc (Ips) | Anniston | AL | 08/2019 | Present |
| Cetera Wealth Services, Llc | Anniston | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) INSURANCE PLANNING SERVICES, INC (IPS); Investment Related; 103 E 13th Street, Anniston AL 36201; Investments & Financial Services; Financial Advisor; Start Date 09/2019; 240 hours per month with 140 of those hours per month occurring during trading hours; Provide investment advice, buy and sell securities, offer insurance product sales/service, prospect for new clients. This is the entity that I perform advisory services through.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-07 |
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