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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED_RES | 2026-01-15 |
Branch Locations
1601 Rickenbacker Dr Ste 1, Sun City, FL 33573 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco / Private Ledger Corp. | Seminole | FL | 05/2003 | 11/2016 |
| Ameriprise Financial Services, Inc. | Tampa | FL | 11/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Sun City Center | FL | 03/2020 | 01/2026 |
| Cetera Wealth Services, Llc | Sun City Center | FL | 01/2026 | Present |
| Southshore Wealth | Sun City Center | FL | 01/2026 | Present |
| Peace Wealth Management | Sun City Center | FL | 01/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2026 | Present |
1. NAME OF OTHER BUSINESS: Southshore Wealth INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: contractor APX NUMBER OF HOURS PER WEEK: minimal APX NUMBER OF HOURS DURING TRADING HOURS: minimal BRIEF DESCRIPTION OF DUTIES: financial services 2. NAME OF OTHER BUSINESS: PEACE Wealth Management INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: owner 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-19 |
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