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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 | 2025-03-27 |
| CO | RA | APPROVED | 2025-02-20 |
Branch Locations
12325 Oracle Blvd. Suite 121, Colorado Springs, CO 80921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Colorado Springs | CO | 02/2010 | 02/2025 |
| (Dba) Rt Course Wealth Management | Colorado Springs | CO | 03/2010 | Present |
| Cetera Wealth Services, Llc | Colorado Springs | CO | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
1) (dba) RT COURSE WEALTH MANAGEMENT; Investment Related; 12325 Oracle Blvd, Ste 121, Colorado Springs, CO 80921; Owner; Start Date 03/2010; 160 hours per month; In addition to securities investments, I also provide the following: Life, Health, Long Term Care, Disability, Variable and Fixed Annuity insurance products and services. 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 02/2025; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 1; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-06 |
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