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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
120 White Plains Rd Suite 125, Tarrytown, NY 10591 • United States
Pleasant Valley, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2013 | Present |
| Debany Financial Group, Llc | Tarrytown | NY | 09/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, FIXED INSURANCE, START 09/1995, 10HRS/WK (5 TRADING HOURS), INSURANCE AGENT - SELLS LIFE, HEALTH, DISABILITY, ANNUITIES, AND LONG-TERM CARE; 2. HUDSON VALLEY 403B, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR SECURITIES/ADVISORY BUSINESS, START 09/30/2013, ~40HRS/WK (32.5 TRADING HOURS), DBA NAME TO USE WITH NORMAL CETERA BUSINESS; 3. DEBANY FINANCIAL GROUP, LLC, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 2002, 40HRS/WK (32.5 TRADING HOURS), ADVISORY REPRESENTATIVE; 4. DEBANY FINANCIAL GROUP, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR SECURITIES/ADVISORY BUSINESS, START 2002, 40HRS/WK (32.5TRADING HOURS), DBA NAME TO USE WITH ADVISORY & NORMAL CETERA BUSINESS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-01 |
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