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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-19 |
Branch Locations
50 Braintree Hill Park Suite 206, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lexington Financial Group | Lexington | MA | 06/1994 | Present |
| Commonwealth Equity Services, Inc. | Braintree | MA | 03/1995 | 04/2026 |
| Lexington Financial Planning Group, Inc. | Braintree | MA | 08/2000 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 04/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 04/2026 | Present |
1. NAME OF OTHER BUSINESS: LEXINGTON FINANCIAL, INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 07/1994 POSITION/TITLE/RELATIONSHIP: WEALTH MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OFFERING SECURITIES, ADVISORY AND INSURANCE SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-11 |
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