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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_RES | 2012-09-19 |
| NJ | RA | APPROVED | 2005-10-24 |
Branch Locations
San Antonio, TX • United States
17 Arcadian Ave Ste 206, Paramus, NJ 07652 • 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 |
|---|---|---|---|---|
| Jeffrey A. Lovas, Cpa Pc | Paramus | NJ | 01/1980 | 01/2024 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 10/2005 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 10/2005 | Present |
| Lovas Financial | San Antonio | TX | 01/2012 | Present |
1) LOVAS FINANCIAL; INV REL; SAME AS REGISTERED ADDRESS; TAX PRACTICE/BRANDING/DBA; START DATE 1980; 40 HOURS/WEEK DURING TRADING HOURS; OWNER / CPA
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-15 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-08 |
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