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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 | 2024-03-21 |
Branch Locations
3600 Nw 43Rd St Ste G-2, Gainsville, FL 32606 • United States
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 Advisors Llc | Denver | CO | 01/2015 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1.HERITAGE WEALTH MANAGEMENT, LLC, FIXED INSURANCE WITH VARIOUS COMPANIES, INVEST REL, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START 12/19/14, VARIOUS HRS DURING TRADING, INSURANCE AGENT, SELLS LIFE, HEATH, DISABILITY, ANNUITIES AND LONG TERM CARE. 2.BATOIRAI WIDOWS & ORPHANS, INC., NOT INVEST REL, PO BOX 140151, GAINESVILLE, FL, 32614, NON-PROFIT, START 01/01/13, 1HR/WK NOT DURING TRADING HRS, PRESIDENT. 3.GLOBAL REACH, NOT INVEST REL, SAME AS RESIDENTIAL ADDRESS, NON-PROFIT, START 01/01/13, .5HR/WK NOT DURING TRADING HRS, FOUNDER. 4.UNIQUE DESTINATIONS, NOT INVEST REL, SAME AS RESIDENTIAL ADDRESS, TRAVEL AGENCY, START 01/01/11, 1HR/WK NOT DURING TRADING HRS, TRAVEL AGENT. 5. NAME OF OTHER BUSINESS: HERITAGE TAX SERVICES ; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX PREPARATION SERVICES ; START DATE: 01/2020 ; POSITION/TITLE/RELATIONSHIP: TAX PREPARER ; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS: 10 ; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION SERVICES TO W2 AND SELF-EMPLOYED INDIVIDUALS ; 6. NAME OF OTHER BUSINESS: HERITAGE ABODE, LLC; INVESTMENT RELATED: NO; ADDRESS: 3600 NW 43RD STREET SUITE G2 GINSVILLE FL 32606; NATURE OF BUSINESS: REAL ESTATE; START DATE: 3/3031; POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PURCHASE RENTAL PROPERTY FOR INCOME; 7. NAME OF OTHER BUSINESS: ACTIVATE CHURCH; INVESTMENT RELATED: NO; ADDRESS: 1001 SE 11TH ST, GAINESVILLE, FL 32641; NATURE OF BUSINESS: CHURCH; START DATE: 11/2022; POSITION/TITLE/RELATIONSHIP: PASTOR; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 6; BRIEF DESCRIPTION OF DUTIES: SPIRITUAL LEADER OF THE CHRISTIAN FAITH - PREACHING SERMONS, ORGANIZING CHARITABLE ACTIVITIES & CHURCH EVENTS, MEETING WITH MEMBER OF CONGREGATION;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-25 |
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