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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-29 |
| MI | RA | APPROVED | 2024-07-26 |
Branch Locations
Prudenville, MI • United States
3010 E Midland Road, Bay City, MI 48706 • United States
Jackson, MI • United States
Palm Harbor, FL • 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 |
|---|---|---|---|---|
| Cetera Investment Services Llc | St. Cloud | MN | 05/2006 | 07/2024 |
| Independent Bank | Leslie | MI | 05/2006 | 07/2024 |
| Cetera Investment Advisers Llc | Leslie | MI | 01/2014 | 07/2024 |
| Commonwealth Financial Network | Waltham | MA | 07/2024 | Present |
| Shoreline Wealth Partners | Bay City | MI | 07/2024 | Present |
Fixed insurance sales, as of 07/26/2024, 1% time spent during business hours; Conducted at branch location; Investment related. Co-owner, Shoreline Wealth Partners, a private entity established to facilitate securities, advisory, and insurance business; as of 07/26/2024; 100% time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-15 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-11 |
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