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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
333 N Lantana St Ste 297, Camarillo, CA 93010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wire Consulting Group | Dallas | TX | 03/2009 | 04/2021 |
| Cetera Advisor Networks | El Segundo | CA | 11/2020 | 04/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2021 | Present |
| Summit Financial Group | Boca Raton | FL | 11/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: WIRE CONSULTING GROUP INVESTMENT RELATED: NO ADDRESS: 9816 SPIREHAVEN LANE DALLAS, TX NATURE OF BUSINESS: MARKETING START DATE: 03/2010 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE MARKETING AND CONSULTING SERVICES 2. NAME OF OTHER BUSINESS: FOLINO TAX & FINANCIAL NETWORK INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2020 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 8 APX NUMBER OF HOURS DURING TRADING HOURS: 4 BRIEF DESCRIPTION OF DUTIES: PROVIDE ADMINISTRATIVE SUPPORT
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
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