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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-06-03 |
Branch Locations
225 Seven Farms Drive Suite 106, Daniel Island, SC 29492 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2026 | Present |
| Florida Financial Advisors Dba Georgia Financial Advisors | Savannah | GA | 08/2025 | 06/2026 |
| Wofford College | Spartanburg | SC | 08/2021 | 05/2025 |
| First Citizens | Aiken | SC | 05/2024 | 08/2024 |
| Savannah River Mission Completion | Aiken | SC | 05/2023 | 07/2023 |
| Wades Restaurant | Spartanburg | SC | 01/2023 | 05/2024 |
| Reserve Club Woodside | Aiken | SC | 04/2018 | 04/2021 |
| Red Lobster | Aiken | SC | 12/2022 | 08/2023 |
| South Aiken High School | Aiken | SC | 08/2017 | 05/2021 |
| St Mary's | Aiken | SC | 08/2014 | 07/2018 |
| Trinity Wealth Securities, Llc | Savannah | GA | 12/2025 | 06/2026 |
1. NAME OF OTHER BUSINESS: COMMONWEALTH FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 6/2026 POSITION/TITLE/RELATIONSHIP: FINANICAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-15 |
| S65 | Uniform Investment Adviser Law Examination | 2025-06-25 |
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