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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2011-08-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jenkins Management Consulting Pc | Greenville | NC | 04/1999 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2011 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2011 | Present |
| Jenkins Wealth Advisors, Llc | Greenville | NC | 01/2019 | Present |
1)NAME OF OTHER BUSINESS: LONG TERM INVESTMENTS LLC; INVESTMENT RELATED: NO; ADDRESS: 243 COMMERCE STREET, GREENVILLE, NC 27858; NATURE OF BUSINESS: RENTAL REAL ESTATE; START DATE: 11/2012; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 2; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 2; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE; 2)NAME OF OTHER BUSINESS: JENKINS WEALTH ADVISORS LLC; INVESTMENT RELATED: YES; ADDRESS: 243 COMMERCE STREET, GREENVILLE, NC 27858; NATURE OF BUSINESS: FINANCIAL PLANNING, INVESTMENT ADVISORY, RETIREMENT PLANNING; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: OWNER / PRESIDENT; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: MANAGE CLIENT RELATIONSHIPS, COMPLET PLANNING ENGAGEMENTS; 3)NAME OF OTHER BUSINESS: JENKINS MANAGEMENT CONSULTING, P.C.; INVESTMENT RELATED: NO; ADDRESS: 243 COMMERCE STREET, GREENVILLE, NC 27858; NATURE OF BUSINESS: TAX / ACCOUNTING / ADVISORY; START DATE: 04/1999; POSITION/TITLE/RELATIONSHIP: OWNER / CPA; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: TAX PREPARATION & PLANNING, POWER OF ATTORNEY FOR IRS AND OTHER TAX MATTERS. ACCOUNTING 4) NAME OF OTHER BUSINESS: VIDANT MEDICAL CENTER; INVESTMENT RELATED: NO; ADDRESS: 2100 STANTONSBURG ROAD GREENVILLE, NC 27834; NATURE OF BUSINESS: NON PROFIT; START DATE: 5/2021; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER/FINANCE COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: SERVE AS PART OF GENERAL POLICY MAKING BODY FOR ORGANIZATION; 5)NAME OF OTHER BUSINESS: JENKINS/MANUEL FAMILY FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: P O BOX 2155 GREENVILLE, NC 27836; NATURE OF BUSINESS: NON PROFIT; START DATE: 1/2021; 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: PLAN AND EXECUTE ACTIVITIES; 6) NAME OF OTHER BUSINESS: VIDANT HEALTH FOUNDATION INC ; INVESTMENT RELATED: NO; ADDRESS: 690 MEDICAL DRIVE GREENVILLE, NC 27835; NATURE OF BUSINESS: NONPROFIT HOSPITAL FOUNDATION ; START DATE: 02/2022 ; 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: OVERSEE FISCAL OPERATIONS AND MAKE POLICIES; 7) NAME OF OTHER BUSINESS: CELEBRATE IN JUNE, INC ; INVESTMENT RELATED: NO; ADDRESS: 243 COMMERCE STREET GREENVILLE, NC 27858; NATURE OF BUSINESS: NONPROFIT ; START DATE: 10/2021 ; 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: OVERSEE FISCAL OPERATIONS AND MAKE POLICIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-30 |
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