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Account
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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
12 Palmetto Way Unit A First Floor, Bluffton, SC 29910 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hilton Head Island | SC | 04/2016 | 06/2020 |
| Bank Of America, N.A. | Hilton Head Drive | SC | 05/2016 | 06/2020 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2020 | Present |
| Summit Financial Group | Boca Raton | FL | 06/2020 | 05/2021 |
| Lowcounty Legal Volunteers | Okatie | SC | 06/2016 | 01/2024 |
| Atlantic Investment Advisory Group | Hilton Head Island | SC | 05/2020 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: ATLANTIC INVESTMENT ADVISORY GROUP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES AND INSURANCE; START DATE: 05/2020; POSITION/TITLE/RELATIONSHIP: OWNER - FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: PROVIDE SECURITIES AND INSURANCE SERVICES TO CLIENTS; (2) NAME OF OTHER BUSINESS: VANLANDINGHAM ROTARY BOARD; INVESTMENT RELATED: NO ADDRESS: 1 SAND SHARK DRIVE HILTON HEAD ISLAND SC 29928; NATURE OF BUSINESS: NON PROFIT; START DATE: 6/2019; POSITION/TITLE/RELATIONSHIP: MEMBERSHIP CHAIRMAN; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: IN CHARGE OF NEW MEMBER INITIATIVE AND ORIENTATION, ASSIST WITH DIRECTION OF CLUB, FUND RAISING AND GIFTS; (3) NAME OF OTHER BUSINESS: HARBOR 20 FLEET 3; INVESTMENT RELATED: NO; ADDRESS: 10 YACHT CLUB DR HILTON HEAD ISLAND, SC 29926; NATURE OF BUSINESS: BOARD; START DATE: 01/2024; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: COLLECT DUES, SENDING CHECKS THAT ARE APPROVED BY THE BOARD;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-10 |
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