James Whitney Story

Current Employers

Employment History

• 02/2014 → 09/2019
  Summit Brokerage Services Inc
  Fitzgerald, GA
• 02/2014 → 05/2021
  Summit Financial Group Inc
  Fitzgerald, GA
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2014-03-14 → 2021-05-20
  Summit Financial Group Inc
  Fitzgerald, GA
  Fitzgerald, GA

Other Businesses

(1) COLONY FINANCIAL SERVICES, INC; SINCE 08/24/2015; 133 OCILLA HWY, FITZGERALD, GA, 31750; FINANCIAL ADVISOR; FINANCIAL ADVISOR WITH SUMMIT BROKERAGE SERVICES INC; 0 HOURS SPENT ON ACTIVITY PER MONTH (2) COLONY WEALTH MANAGEMENT; SINCE 03/01/2001; SAME AS BRANCH ADDRESS; FINANCIAL ADVISOR; OFFER INVESTMENT ADVICE AND PRODUCTS TO CLIENTS TO HELP ACHIEVE FINANCIAL GOALS; 160 HOURS SPENT ON ACTIVITY PER MONTH, 8 HOURS SPENT ON ACTIVTIY DURING TRADING HOURS (3) COLONY FINANCIAL SERVICES, INC; SINCE 03/01/2001; SAME AS BRANCH ADDRESS; PRES/CEO; SECURITIES OFFERED THROUGH SUMMIT BROKERAGE; FINANCIAL ADVISOR WITH SUMMIT BROKERAGE SERVICES, ADVISE CLIENTS IN BUILDING INVESTMENT PORTFOLIOS TO HELP ACHIEVE FINANCIAL GOALS; PRES CEO, WRITE CHECKS FOR PAYROLL AND SUPPLIES; 0 HOURS SPENT ON ACTIVITY PER MONTH (4) RENTALS; SINCE 01/01/2001; SAME AS BRANCH ADDRESS; LANDLORD; LEASE STORAGE SPACE TO SEARS TO STORE SEARS LAWN MOWERS AND APPLIANCES; 0 HOURS SPENT ON ACTIVITY PER MONTH

Exams

• S66 Uniform Combined State Law Examination
  2013-11-12
• S63 Uniform Securities Agent State Law Examination
  1996-06-12

Other Names

• Whit Story