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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2023-06-29 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 05/2013 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 05/2013 | 09/2016 |
| Hawaii Financial Advisors, Inc. | Honolulu | HI | 08/2015 | Present |
| Summit Brokerage Services, Inc. | Honolulu | HI | 09/2016 | 09/2019 |
| Summit Financial Group Inc | Honolulu | HI | 09/2016 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Cetera Advisor Networks Llc | El Segundo | CA | 05/2021 | 06/2023 |
(1) - - PERRY FINANCIAL; INVESTMENT RELATED; 13405 FOLSOM BLVD #400, FOLSOM, CA 95630; INSURANCE SALES; AGENT; BEGAN JANUARY 2012; 10 HOURS PER MONTH WITH NONE DURING TRADING HOURS; SELLS LIFE INSURANCE. (2) - - HAWAII FINANCIAL ADVISORS, INC; INVESTMENT RELATED; 745 FORT STREET SUITE 1614, HONOLULU, HI 96813; FINANCIAL SERVICES; FINANCIAL ADVISOR; 8/2015; 160 HOURS MONTHLY DURING TRADING; PROVIDE FINANCIAL PLANNING SERVICES TO CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-03 |
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