Bernard Melvin Andersen

Current Employers

Employment History

• 10/2004 → 09/2019
  Summit Brokerage Services Inc
  Grandville, MI
• 10/2004 → 05/2021
  Summit Financial Group Inc
  Grandvilee, MI
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 03/2011 → Present
  Dba Llc
  Grandville, MI

Previous Registrations

• 2005-10-14 → 2021-05-20
  Summit Financial Group Inc
  Grandville, MI

Other Businesses

(1) ADVENTIST HERITAGE MINISTRIES; NOT INVESTMENT RELATED; 411 CHAMPION STREET, BATTLE CREEK, MI 49037; NON-PROFIT BOARD OF DIRECTORS; TRUSTEE; START 8/17/2018; APX 20 HOURS/YEAR, NONE DURING TRADING; Meet twice a year for board meetings. Review of the operations and planning for the organization, which covers the 4 historic sites of the church that the organization owns. (2) NAME OF OTHER BUSINESS: INDIANA CONFERENCE OF SEVENTH DAY ADVENTISTS/WARSAW SDA CHURCH; INVESTMENT RELATED: NO ADDRESS: 15205 WESTFIELD BLVD CARMEL, IN 46032; NATURE OF BUSINESS: RELIGIOUS; START DATE: 6/2022; POSITION/TITLE/RELATIONSHIP: LAY PASTOR; APX NUMBER OF HOURS PER WEEK: 10 ; APX NUMBER OF HOURS DURING TRADING HOURS:10 ; BRIEF DESCRIPTION OF DUTIES: PASTORAL MINISTRY, BIBLE STUDY AND PREACHING; (3) NAME OF OTHER BUSINESS: DBA LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 3/2011; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PAY TAXES AND INSURANCE BUT HAVE NO OTHER RESPONSIBILITIES BESIDES BEING THE SOLE OWNERS OF THE PROPERTY; (4) NAME OF OTHER BUSINESS: SUMMIT FINANCIAL NETWORKS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2005-10-13
• S63 Uniform Securities Agent State Law Examination
  1993-06-16
• S65 Uniform Investment Adviser Law Examination
  1993-06-16

Other Names

• Bernie Andersen
• Bernard Andersen