John Anthony Desalva

Current Employers

Employment History

• 11/1991 → Present
  Planned Benefits, Inc
  Georgetown, CT
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 08/1996 → Present
  Georgetown Financial Group, Llc
  Georgetown, CT
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Aim High Holdings Llc
  Malvern, PA

Previous Registrations

• 2004-03-24 → 2013-09-03
  Tower Square Securities, Inc.
  Georgetown, CT

Other Businesses

1)INDEPENDENT INSURANCE AGENT DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, GROUP FOR 40HRS/WK & 12HRS EVENING & WKENDS SINCE 1987 2)CO-OWNER OF BUSINESS CONDOMINIUM FOR 1HR/WK SINCE 1998 3)PRESIDENT AND 90% OWNER OF GEORGETOWN FINANCIAL GROUP, INC FOR 40HRS/WK & 12HRS EVENING & WKENDS SINCE 1991 4)VICE PRESIDENT AND 35% OWNER OF PLANNED BENEFITS, INC FOR 1HR/WK SINCE 1991 5)NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START: 11/25/2013 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. 6. NAME OF OTHER BUSINESS: AMICOR ENTERPRISE INSURANCE GROUP (EIG) INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: FIXED INSURANCE START: 1/2016 POSITION/TITLE/RELATIONSHIP: WHOLESALER APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES DUTIES: PRODUCT EDUCATION, SALES CONCEPT TRAINING, PROSPECT EVALUATION, ILLUSTRATION PREP AND UNDERWRITING SUPPORT 7. NAME OF OTHER BUSINESS: GFG RETIREMENT SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES; START: 1/2018; TITLE: OWNER / PRESIDENT / FOUNDER; APX NUMBER OF HOURS PER WEEK: 5-10; APX NUMBER OF HOURS DURING TRADING HOURS: 5-10; DUTIES: RESPONSIBLE FOR DAY TO DAY OPERATIONS; 8. NAME OF OTHER BUSINESS: GFG WEALTH MANAGEMENT, INC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: INC.; START DATE: 11/2011; POSITION/TITLE/RELATIONSHIP: OWNER/PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NONE; 9. NAME OF OTHER BUSINESS: AIM HIGH HOLDINGS, LLC; INVESTMENT RELATED: NO; ADDRESS: 40 LLOYD AVE, SUITE 103, MALVERN, PA 19355; NATURE OF BUSINESS: BOARD; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: ADVISORY COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE ADVICE & OPINION ON GENERAL INSURANCE WHOLESALING OPERATIONS AND INITIATIVES; 10. NAME OF OTHER BUSINESS: AIM HIGH HOLDINGS LLC; INVESTMENT RELATED: NO; ADDRESS: 40 LLOYD AVENUE. SUITE 103, MALVERN, PA 19355; NATURE OF BUSINESS: HOLDING COMPANY; START DATE: 1/2026; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: NONE;

Exams

• S66 Uniform Combined State Law Examination
  2004-01-08
• S63 Uniform Securities Agent State Law Examination
  1993-11-12

Other Names

• John A Desalva