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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 | 2023-09-20 |
| GA | RA | APPROVED | 2022-10-19 |
Branch Locations
1325 Satellite Blvd Ste 203, Suwanee, GA 30024 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Invest Financial Corp. | Tampa | FL | 02/2009 | 01/2018 |
| Ameriprise Financial Services, Llc | Suwanee | GA | 01/2018 | 09/2022 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 09/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2022 | Present |
| Weeping Oaks Holdings/Dba Cornerstone Private Client Group | Suwanee | GA | 06/2008 | 09/2022 |
1) WEEPING OAKS FARMS, NOT INVESTMENT RELATED, HARTWELL, GA, CO-OWNER, RAISING CATTLE AND SELL THROUGH CATTLE BARN, 10H/WEEK, SINCE 01/2011 2) WEEPING OAKS HOLDINGS/DBA CORNERSTONE PRIVATE CLIENT GROUP, INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, CEO, MANAGEMENT AND DBA OF FINANCIAL SERVICES BUSINESS, 40H/WEEK, SINCE 06/2008.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-25 |
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