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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 | 2025-06-26 |
| AL | 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 |
|---|---|---|---|---|
| Nbc Securities Inc | Birmingham | AL | 12/2001 | 09/2022 |
| (Dba) Cb&S Financial Services | Pike Road | AL | 09/2022 | Present |
| Concourse Financial Group Securities Inc | Pike Road | AL | 09/2022 | 02/2025 |
| Cetera Wealth Services, Llc | Pike Road | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) CB&S FINANCIAL SERVICES (CB&S BANK); Investment Related; 225 Emma Lane, Pike Road, AL 36064; Financial Services; Financial Representative; Start Date 09/2022; 160 hours per month with the majority of hours per month occurring during trading hours; Offer insurance and investment products and services to CB&S Bank customers and prospects. >> EARTH TO MALIBU; Non-Investment Related; Residence; Other; Co-owner; Start Date 01/2020; 10 hours per month; Skincare line co-owned with my spouse. Offer online as well as brick and mortar store sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-31 |
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