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2565 West Maple Rd, Troy, MI 48084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-10 |
| OH | RA | APPROVED | 2024-07-08 |
Branch Locations
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 |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 07/2024 |
| Crescendo Finance, Llc | Bay Village | OH | 10/2009 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | 07/2024 |
| Aurora Securities Inc. | Bay Village | OH | 07/2024 | Present |
| Secure Asset Management, Llc | Bay Village | FL | 07/2024 | Present |
1. VIOLINIST, 20 HOURS A WEEK. NOT INVESTMENT RELATED. 2. FIXED INSURANCE PRODUCTS; LIFE, DISABILITY, ANNUITIES AND LTC. 3. NAME OF OTHER BUSINESS: CRESCENDO FINANCE LLC / CRESCENDO FINANCE; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 10/2009; POSITION/TITLE/RELATIONSHIP: OWNER FINANCIAL PROFESSIONAL ; APX NUMBER OF HOURS PER WEEK: 60-80 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-21 |
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