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1343 Main Street Suite 705-787, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-10 |
| MA | RA | APPROVED | 2004-03-02 |
Branch Locations
1343 Main Street Suite 705-787, Sarasota, FL 34236 • United States
51 Mill Street Building D, Suite 101, Hanover, MA 02339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Advisory Group | Hanover | MA | 02/2004 | Present |
| Cetera Advisors Llc | Hanover | MA | 01/2013 | Present |
1. INVESTMENT ADVISORY GROUP LLC, 51 MILL ST, BLDG D, STE 101, HANOVER, MA 02339, REGISTERED INVESTMENT ADVISOR ASSOCIATE-FIXED INSURANCE, 40HR/WK. 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2015 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF TRADING HOURS PER WEEK: 32.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES, DISABILITY, AND LONG TERM CARE; 3. NAME OF OTHER BUSINESS: BOYS & GIRLS CLUB OF MARSHFIELD INVESTMENT RELATED: NO; ADDRESS: 37 PROPRIETORS DR, MARSHFIELD, MA 02050; NATURE OF BUSINESS: NON-PROFIT; START DATE: 6/2020; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: UP TO 3; APX NUMBER OF HOURS DURING TRADING HOURS: UP TO 3; BRIEF DESCRIPTION OF DUTIES: OVERSEE BOARD OF DIRECTORS AND WORK WITH CEO OF CLUB ON GOVERNANCE & BOARD RELATED ITEMS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-08-16 |
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