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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-03-21 |
| TX | RA | APPROVED_RES | 2024-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Owens Financial Group | Rome | GA | 02/2010 | Present |
| Cetera Advisors Llc | Denver | CO | 05/2013 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/2013 APX NUMBER OF HOURS PER WEEK: 4 APX NUMBER OF HOURS DURING TRADING HOURS: 1.5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY AND LONG TERM CARE 2. NAME OF OTHER BUSINESS: OWENS FINANCIAL GROUP INC. INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES DBA; START DATE: 07/2019; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS; 3. NAME OF OTHER BUSINESS: JMOTOMO LLC INVESTMENT RELATED: NO ADDRESS: 4 N MAIN ST, CODERTOWN, GA 30125 NATURE OF BUSINESS: COMMERCIAL AND RESIDENTIAL RENTAL START DATE: 01/2009 APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PARTNER 4. OFG MANAGEMENT INC, NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, ENTITY FOR PAYROLL, START JANUARY 2015, NOT TIME DEVOTED TO THIS ACTIVITY, EMPLOYEE. 5. 4 MAIN PARTNERS LLC, NOT INVESTMENT RELATED, 4 N. MAIN STREET, CEDARTOWN, GA 30125, OWNED RENTAL PROPERTY, START JANUARY 2015, NO TIME SPENT ON THIS ACTIVITY, CO-OWNER. 6. LITTLE TEXAS VALLEY, LLC, NOT INVESTMENT RELATED, ADDRESS IS THE REGISTERED LOCATION, RENTAL PROPERTY, START JANUARY 2015, NO TIME SPENT ON THIS ACTIVITY, CO-OWNER. 7. LITTLE SAND MOUNTAIN, LLC, NOT INVESTMENT RELATED, 1565 LITTLE TEXAS VALLEY RD., ROME , GA 30265, FAMILY OWNED FARM, START 7/215, NO TIME SPENT ON THIS ACTIVITY, CO-OWNER. 8. NAME OF OTHER BUSINESS: OFG CONSULTING LLC: INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: CONSULTING ON TAX AND BUSINESS PLANNING; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER / MEMBER; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: CONSULTING ON TAX AND BUSINESS PLANNING; 9. NAME OF OTHER BUSINESS: OFG PROPERTIES, LLC; INVESTMENT RELATED: NO; ADDRESS: 2300 JL TODD DR NE ROME GA 30161; NATURE OF BUSINESS: REAL ESTATE; START DATE: 11/2020; POSITION/TITLE/RELATIONSHIP: OWNER/MEMBER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDING COMPANY; 10. NAME OF OTHER BUSINESS: ELEVATION HOUSE; INVESTMENT RELATED: NO; ADDRESS: 41 WASHINGTON DR SE ROME GA 30161; NATURE OF BUSINESS: NON PROFIT; START DATE: 12/2020; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS, DISCUSS ACTIVITIES, ANNUAL BUDGET APPROVAL, FUND RAISING IDEAS; 11. NAME OF OTHER BUSINESS: FELLOWSHIP OF CHRISTIAN ATHLETES - ROME AREA ; INVESTMENT RELATED: NO; ADDRESS: P. O. BOX 1246 ROME, GA 30162; NATURE OF BUSINESS: NON PROFIT; START DATE: 09/2023; POSITION/TITLE/RELATIONSHIP: LEADERSHIP BOARD/TREASURER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: HELP MAKE DECISIONS ON STAFF AND FUNRAISING,INTERPRET AND PRESENT FINANCIALS TO THE BOARD;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-17 |
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