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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 | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Odessa | TX | 06/2011 | 12/2016 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Brokerage Services Inc | Marble Falls | TX | 12/2016 | 09/2019 |
| Summit Financial Group Inc | Marble Falls | TX | 12/2016 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1)Granite Wealth Management; DBA Name; Investment related; start date 12/13/2016; address same as branch; Sr. Financial Advisor; 30 hours a month; 30 hours during trading time (2) Star Route Ranch LLC; Non Investment Related; Start date 05/01/2015; PO Box 296 Lometa TX 76853; Ranch, Director/Manager; Managing cattle, hunting leases and telecommunications towers;40 hours a month; 5 hours during trading;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-12 |
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