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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-12-08 |
Branch Locations
3903 Northdale Boulevard Suite 270E, Tampa, FL 33624 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gilman Ciocia, Inc | Tampa | FL | 07/2016 | 09/2016 |
| National Securities Coproration | Tampa | FL | 09/2016 | 12/2020 |
| National Asset Management | Tampa | FL | 10/2017 | 12/2020 |
| Grahn Brands Cuisine, Llc | Land O Lakes | FL | 06/2020 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 12/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2020 | Present |
1)GRAHN BRANDS CUISINE, LLC, NOT INVESTMENT RELATED, 19055 LONE CREEK CT, LAND O LAKES, FL, FOOD TRUCK EMPLOYEE, SINCE 06/2020, 1H/WEEK 2) NAME OF OTHER BUSINESS: GENERATIONS TAX & WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: CPA & WEALTH MANAGEMENT FIRM ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: CPA / FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: INVESTMENTS, ACCOUNTING & BOOKKEEPING ;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
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