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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-09-09 |
Branch Locations
Lake Placid, NY • United States
1992 Saranac Avenue Suite 2, Lake Placid, NY 12946 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Curtis & Bissonette, Inc. | Lake Placid | NY | 03/1988 | 12/2024 |
| Cadaret, Grant & Co., Inc. | Lake Placid | NY | 06/1997 | 08/2024 |
| Curtis & Bissonette | Lake Placid | NY | 01/1993 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | Present |
1. NAME OF OTHER BUSINESS: CURTIS & BISSONETTE INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 01/1993 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: MANAGING THE CLIENTS PORTFOLIOS;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-27 |
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