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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-10-08 |
Branch Locations
205 Baltimore Pike 2Nd Floor, Glen Mills, PA 19342 • 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 |
|---|---|---|---|---|
| Summit Brokerage Services | Glen Mills | PA | 08/2015 | 09/2019 |
| Cetera Wealth Services, Llc | Glen Mills | PA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Glen Mills | PA | 10/2015 | Present |
(1) ROYCROFT FINANCIAL; SINCE 06/01/1999; 25 BIG WOODS DRIVE, GLEN MILLS, PA, 19342; PRESIDENT; oversee operations; check writing ,management; 5 HOURS SPENT ON ACTIVITY PER MONTH, 0 DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-01-31 |
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