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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 | 2024-03-08 |
| FL | RA | APPROVED | 2023-05-15 |
Branch Locations
4601 Sheridan Street Suite 410, Hollywood, FL 33021 • 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 |
|---|---|---|---|---|
| Osborn Financial Group, Inc | Hollywood | FL | 01/2004 | Present |
| Summit Brokerage Services Inc | Hollywood | FL | 08/2008 | 09/2019 |
| Summit Financial Group Inc | Hollywood | FL | 08/2008 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
(1) OSBORN FINANCIAL GROUP, INC; SINCE 12/18/2006; SAME AS BRANCH ADDRESS; PRESIDENT; Non-variable life insurance (term, Universal life, whole life), health insurance, long term care insurance, fixed annuities, medicare supplements; 20-30 HOURS SPENT ON ACTIVITY PER MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-03 |
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