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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 | 2025-04-01 |
| GA | RA | APPROVED | 2025-02-20 |
Branch Locations
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 |
|---|---|---|---|---|
| Robert S Massey Insurance Services | Madison | GA | 06/1986 | Present |
| Concourse Financial Group Securities Inc | Madison | GA | 03/2000 | 02/2025 |
| (Dba) Retirement Planning & Financial Services | Madison | GA | 01/2006 | Present |
| Cetera Wealth Services, Llc | Madison | GA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) RETIREMENT PLANNING AND FINANCIAL SERVICES; Investment Related; 1030 Barclay Drive, Madison, GA 30650; Securities and Insurance; Agent/Advisor; Start Date 01/2006; Mutual fund and variable insurance product sales and service. >> ROBERT S. MASSEY INSURANCE SERVICES; Investment Related; 1030 Barclay Drive, Madison, GA 30650; Insurance; Agent; Start Date 06/1986; 10 hours per month; Sales and service of various life, annuity, and health insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-29 |
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