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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
320 Seven Springs Way Ste 250, Brentwood, TN 37027 • United States
320 Seven Springs Way Suite 250, Brentwood, TN 37027 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2003-07-14 |
Branch Locations
2945 Townsgate Road Suite 200, Westlake Village, CA 91361 • United States
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 |
|---|---|---|---|---|
| Silberman Wealth Strategies, Inc. | Westlake Village | CA | 05/2003 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2013 | Present |
| Fixed Insurance With Various Companies | Westlake Village | CA | 11/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) TN RENTAL PROPERTY (2) INSURANCE AGENT OFFERS FIXED INSURANCE PRODUCTS; LIFE, DISABILITY, ANNUITIES AND LTC. (3) REAL ESTATE INVESTMENT, 3705 HOCH COURT, MURFREESBORO, TN 37128 (4) NAME OF OTHER BUSINESS: SILBERMAN WEALTH STRATEGIES, INC.; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2003, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (5) FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 11/17/2016; APX # OF HOURS PER WEEK: 2 HOURS; APX # OF HOURS DURING TRADING HOURS: VARIES; POSITION: INSURANCE AGENT; DUTIES: SELLS LIFE. (6) NAME: JEWISH REPUBLICAN ALLIANCE INVESTMENT RELATED: NO ADDRESS: VENTURA COUNTY, CA NATURE OF BUSINESS: MONTHLY LUNCH MEETING TO DISCUSS POLITICS POSITION: CO-FOUNDER START DATE: 3/2016 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 DUTIES: HELP LEAD AND GROW
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-26 |
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