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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-06 |
Branch Locations
3601 Se Ocean Blvd, Ste 100, Sewalls Point, FL 34996 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Campo Insurance Agency | Stuart | FL | 07/1982 | Present |
| Cetera Advisors Llc | Denver | CO | 01/2013 | Present |
| Campo Financial Services | Sewalls Point | FL | 04/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
1. FIXED INSURANCE, LIFE/HEALTH/DISABILITIES ANNUITIES/LONG-TERM CARE/P&C. 2. NAME OF OTHER BUSINESS: REPUBLICAN PARTY OF FLORIDA; INVESTMENT RELATED: NO; ADDRESS: 1111 SE FEDERAL HWY #130, STUART, FL 34994; NATURE OF BUSINESS: POLITICAL; START DATE: 12/01/2016; POSITION/TITLE/RELATIONSHIP: STATE COMMITTEE MAN; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: REPRESENT REGISTERED REPUBLICAN VOTERS FROM MARTIN COUNTY. 3. NAME OF OTHER BUSINESS: LIFE SETTLEMENT BUSINESS INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: LIFE SETTLEMENT START DATE: 1/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE SETTLEMENTS THROUGH WELCOME FUNDS, INC. 4. NAME OF OTHER BUSINESS: CAMPO FINANCIAL SERVICES ; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2023; 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 AND INSURANCE SERVICES; 5. NAME OF OTHER BUSINESS: FRIENDS OF JAMES CAMPO ; INVESTMENT RELATED: NO ADDRESS: 3601 SE OCEAN BLVD STE:100, STUART, FL 34996 ; NATURE OF BUSINESS: NON-PROFIT ; START DATE: 8/3/2026 ; POSITION/TITLE/RELATIONSHIP: DIRECTOR ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS:2 ; BRIEF DESCRIPTION OF DUTIES: REPRESENT VOTERS ON THE STATE BOARD OF DIRECTORS, ADVOCATE & PROMOTE CAMPAIGNS & ISSUES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-23 |
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