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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-09 |
| GA | RA | APPROVED | 2018-03-23 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 07/2010 | 02/2018 |
| Cetera Investment Advisers Llc | Valdosta | GA | 01/2014 | 02/2018 |
| The Kerrigan Davis Group Llc | Valdosia | GA | 04/2015 | 02/2018 |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2018 | Present |
| Cetera Investment Advisers Llc | Valdosta | GA | 03/2018 | Present |
| Horse Cove Partners Llc | Atlanta | GA | 08/2020 | 07/2026 |
1) EXECUTOR OF GRANPARENT'S WILL, THOMAS L. WEBB AND LYNDAL WEBB. 2) PATHWAYS PODCAST, INTERVIEW COMMUNITY LEADERS AND LEARN MORE ABOUT THEM AND THEIR UNIQUE JOURNEYS AND HOW THEY HAVE IMPACTED AND BEEN IMPACTED BY THEIR COMMUNITY; 50% OWNER, 2/HRS/WK; 3) Fairacres Farms, Inc.; whether the business is investment-related; - no; the address of the other business; - 3982 Bemiss Knights Academy Rd, Valdosta, GA 31605; the nature of the other business; - family farm (not-active); your position; - Secretary; title, or relationship with the other business; - Secretary; the start date of your relationship; - 1999; the approximate number of hours/month you devote to the other business; - 0; the number of hours you devote to the other business during securities trading hours; - 0; and briefly describe your duties relating to the other business; - none 4) First Baptist Church Valdosta; whether the business is investment-related; - no; the address of the other business; - 200 W Central Ave., Valdosta, GA 31601; the nature of the other business; - religious; your position; - Deacon; title, or relationship with the other business; - Deacon; the start date of your relationship; - 2009; the approximate number of hours/month you devote to the other business; - 1; the number of hours you devote to the other business during securities trading hours; - 0; and briefly describe your duties relating to the other business; - To serve the church and its members in a variety of capacities but with no roles or responsibilities as to the finances of the church. 5) DIRECTOR/TREASURER FOR THE TABLE CAFE, DOES NOT HAVE ACCESS TO BANK ACCOUNTS NOR CHECK WRITING PRIVILEGES, 1/HR/WK. 6) SHILOH WEALTH ADVISORS, DBA FOR CETERA BUSINESS 7) ABIDING WEALTH GROUP LLC , LLC FOR CETERA BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-06 |
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