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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-04
  • FL RA
    APPROVED
    Since 2026-02-04

Branch Locations

One Senior Place 715 Douglas Avenue, Altamonte Springs, FL 32714 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pfs Investments Inc. Orlando FL 11/2016 11/2020
Primerica Financial Services Orlando FL 10/2012 10/2020
Enterprise Leasing Co Of Orlando Orlando FL 11/2002 04/2017
Enterprise Fleet Management Orlando FL 04/2017 05/2020
Ltc Advisors Alamonte Springs FL 09/2020 04/2023
Harrelson Holdings, Inc Orlando FL 11/2021 12/2025
Securian Financial Services Saint Paul MN 11/2021 08/2023
Minnesota Life Insurance Company Saint Paul MN 11/2021 08/2023
Securian Financial Services Saint Paul MN 10/2021 11/2021
Harrelson Holdings, Inc Orlando FL 10/2021 11/2021
Cetera Wealth Services, Llc El Segundo CA 07/2023 12/2025
Cambridge Planning Group Altamonte Springs FL 01/2026 Present
Cambridge Planning Group Dba Cpg Health Alamonte Springs FL 01/2026 Present
Cambridge Planning Group Dba Cpg Advisors Altamonte Springs FL 01/2026 Present
Cambridge Planning Group Dba Cpg Financial Services Alamonte Springs FL 01/2026 Present
Philadelphia American Life Insurance Company Alamonte Springs FL 01/2026 Present
Ritter Im Orlando FL 04/2023 Present
Cetera Financial Specialists Llc Schaumburg IL 02/2026 Present
Cetera Investment Advisers Llc Schaumburg IL 02/2026 Present
  • 11/2016 → 11/2020
    Pfs Investments Inc.
    Orlando, FL
  • 10/2012 → 10/2020
    Primerica Financial Services
    Orlando, FL
  • 11/2002 → 04/2017
    Enterprise Leasing Co Of Orlando
    Orlando, FL
  • 04/2017 → 05/2020
    Enterprise Fleet Management
    Orlando, FL
  • 09/2020 → 04/2023
    Ltc Advisors
    Alamonte Springs, FL
  • 11/2021 → 12/2025
    Harrelson Holdings, Inc
    Orlando, FL
  • 11/2021 → 08/2023
    Securian Financial Services
    Saint Paul, MN
  • 11/2021 → 08/2023
    Minnesota Life Insurance Company
    Saint Paul, MN
  • 10/2021 → 11/2021
    Securian Financial Services
    Saint Paul, MN
  • 10/2021 → 11/2021
    Harrelson Holdings, Inc
    Orlando, FL
  • 07/2023 → 12/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 01/2026 → Present
    Cambridge Planning Group
    Altamonte Springs, FL
  • 01/2026 → Present
    Cambridge Planning Group Dba Cpg Health
    Alamonte Springs, FL
  • 01/2026 → Present
    Cambridge Planning Group Dba Cpg Advisors
    Altamonte Springs, FL
  • 01/2026 → Present
    Cambridge Planning Group Dba Cpg Financial Services
    Alamonte Springs, FL
  • 01/2026 → Present
    Philadelphia American Life Insurance Company
    Alamonte Springs, FL
  • 04/2023 → Present
    Ritter Im
    Orlando, FL
  • 02/2026 → Present
    Cetera Financial Specialists Llc
    Schaumburg, IL
  • 02/2026 → Present
    Schaumburg, IL
Other Businesses

1) CAMBRIDGE PLANNING GROUP; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 1/2026; 40 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL SERVICES 2) CAMBRIDGE PLANNING GROUP DBA CPG HEALTH; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 1/2026; 2 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE HEALTH, INDEMNITY, AND PREVENTATIVE CARE INSURANCE 3) CAMBRIDGE PLANNING GROUP DBA CPG ADVISORS; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 1/2026; 24 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE INVESTMENT PLANNING AND ASSET MANAGEMENT 4) CAMBRIDGE PLANNING GROUP DBA CPG FINANCIAL SERVICES; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; DBA FOR FINANCIAL SERVICES; START 1/2026; 15 HOURS/WEEK DURING TRADING HOURS; OFFERS FINANCIAL PLANNING SERVICES WHICH MAY INCLUDE FINANCIAL AND LONG-TERM CARE PLANNING. 5) PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY; INVESTMENT RELATED; SAME AS REGISTERED LOCATION; START 1/2026; 4 HOURA/WEEK DURING TRADING HOURS; AGENT-SOLICITATION AND SALES OF HEALTH INDEMNITY AND RELATED PLANS. 6) RITTER IM; INVESTMENT RELATED; ORLANDO, FLORIDA; START 4/2023; 2 HOURS/WEEK DURING TRADING HOURS; INDEPENDENT BROKER OF PART C & D MEDICARE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-30
  • S66 Uniform Combined State Law Examination
    2025-08-30

View on SEC IAPD

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