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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 | 2026-02-04 |
Branch Locations
One Senior Place 715 Douglas Avenue, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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