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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
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 |
|---|---|---|---|---|
| Sound Financial Services, Inc. | Brighton | MI | 05/2008 | Present |
| Presidential Properties, Llc | Brighton | MI | 01/2001 | Present |
| Summit Brokerage Services Inc | Brighton | MI | 11/2012 | 09/2019 |
| Summit Financial Group Inc | Brighton | MI | 11/2012 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) SOUND FINANCIAL SERVICES, INC.* INVESTMENT-RELATED* 306 E. MAIN - BRIGHTON, MI* INSURANCE* PRESIDENT* START DATE 5/2008* 80 HRS/MONTH* 0 HRS/MONTH DURING TRADING HOURS* LIFE INSURANCE NEEDS, PREPARE QUOTES. 2) Jerome Repovz - - INVESTMENT-RELATED; 306 E MAIN - BRIGHTON, MI* RENTAL PROPERTY* MEMBER* START DATE 4/1/2013 1 hr/MONTH* 0 HRS/MONTH DURING TRADING HOURS* No compensation; 3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 5/2023; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, & LONG-TERM CARE;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-22 |
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