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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_RES | 2025-04-01 |
| AL | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Metro Bank | Florence | AL | 02/2013 | Present |
| Concourse Financial Group Securities Inc | Florence | AL | 03/2013 | 02/2025 |
| Cetera Wealth Services, Llc | Florence | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
FIRST METRO BANK FINANCIAL SERVICES; Investment Related; 325 South Pine Street, Florence AL 35630; Insurance and Fixed Annuities; Financial Adviser; Start Date 07/2013; 40 hours per month with 2 hours per month occurring during trading hours; Licensed insurance agent offering/selling insurance products including fixed annuities, fixed indexed annuities and securities. >> FIRST METRO BANK; Investment Related; 325 South Pine Street, Florence AL 35630; Banking; Vice President; Start Date 02/2013; 100 hours per month with 8 hours per month occurring during trading hours; Chartered Bank where I serve as an officer of the bank as a Financial Advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-22 |
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