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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 | 2025-02-21 |
| FL | RA | APPROVED | 2025-02-18 |
Branch Locations
1516 Hillcrest St. Suite 106, Orlando, FL 32803 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Orlando | FL | 07/2010 | 02/2025 |
| (Dba) Amercican Harbour Wealth Management | Orlando | FL | 03/2001 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
(dba) AMERICAN HARBOUR WEALTH MANAGEMENT; Investment Related; 1516 Hillcrest Street, Suite 106, Orlando, FL 32803; Financial Services; Agent/Managing Partner; Start Date 3/2001; 160 hours per month with the majority of hours per month occurring during trading hours; Sales and service of fixed and health insurance products as well as securities products and services to existing and potential customers.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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