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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-07-11
CO RA APPROVED 2023-06-29
  • PA RA
    APPROVED
    Since 2024-07-11
  • CO RA
    APPROVED
    Since 2023-06-29

Branch Locations

51 Blue Spruce Rd, Albrightsville, PA 18210 • United States

5350 South Roslyn Street Ste 370, Greenwood Village, CO 80111 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vsr Financial Services, Inc. Overland KS 06/2015 09/2016
Vsr Advisory Services Overland Park KS 06/2015 09/2016
Fourest, Llc Greenwood Village CO 06/2015 Present
Summit Brokerage Services, Inc. Greenwood Village CO 09/2016 09/2019
Summit Financial Group Inc Boca Raton FL 09/2016 Present
Cetera Wealth Services, Llc El Segundo CA 09/2019 Present
Cetera Investment Advisers Llc Schaumburg IL 06/2023 Present
Panther Valley School District Lansford PA 08/2024 Present
  • 06/2015 → 09/2016
    Vsr Financial Services, Inc.
    Overland, KS
  • 06/2015 → 09/2016
    Vsr Advisory Services
    Overland Park, KS
  • 06/2015 → Present
    Fourest, Llc
    Greenwood Village, CO
  • 09/2016 → 09/2019
    Summit Brokerage Services, Inc.
    Greenwood Village, CO
  • 09/2016 → Present
    Summit Financial Group Inc
    Boca Raton, FL
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → Present
    Schaumburg, IL
  • 08/2024 → Present
    Panther Valley School District
    Lansford, PA
Previous Registrations
  • 2016-09-01 → 2021-05-20
    Summit Financial Group Inc
    Greenwood Village, CO
  • 2016-09-02 → 2016-11-02
    Vsr Financial Services, Inc.
    Greenwood Village, CO
    Overland Park, KS
  • 2015-06-26 → 2016-09-01
    Vsr Financial Services, Inc.
    Natrona Heights, PA
    Overland Park, KS
    Greenwood Village, CO
Other Businesses

1. NAME OF OTHER BUSINESS: FOUREST LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: DBA FOR FINANCIAL ADVISORS PRACTICE START DATE: 6/2015 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR 2. LIFE INSURANCE; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; LIFE INSURANCE; AGENT; STARTED 11/15/2017; APX 2 HOURS/MONTH, APX 2 DURING TRADING; SELL AND OFFER LIFE INSURANCE USING BACKNINE INSURANCE 3. NAME OF OTHER BUSINESS: TESSITORE WEALTH MANAGEMENT, INC INVESTMENT RELATED: YES ADDRESS: PO BOX 102, 3375A RUSSELL GULCH ROAD , KITTEREDGE, CO 80457 NATURE OF BUSINESS: S CORP FOR TAX REPORTING START DATE: 3/2018 POSITION/TITLE/RELATIONSHIP: OWNER, PRESIDENT APX NUMBER OF HOURS PER WEEK: .5 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: OWNER, PRESIDENT; 4. NAME OF OTHER BUSINESS: PANTHER VALLEY SCHOOL DISTRICT, INVESTMENT RELATED: NO, ADDRESS: 1 PANTHER WAY, LANSFORD, PA 18232, NATURE OF BUSINESS: SPORTS, START DATE: 08/2024, POSITION/TITLE/RELATIONSHIP: ASSISTANT FOOTBALL COACH, APX NUMBER OF HOURS PER WEEK: 10, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ASSISTANT COACH FOR THE VARSITY AND JUNIOR HIGH FOOTBALL TEAMS AT PANTHER VALLEY SCHOOL DISTRICT;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-19
S63 Uniform Securities Agent State Law Examination 2009-09-03
  • S65 Uniform Investment Adviser Law Examination
    2015-02-19
  • S63 Uniform Securities Agent State Law Examination
    2009-09-03
Other Names
  • Tony Tessitore

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