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1300 Dacy Lane Ste# 230, Kyle, TX 78640 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-06-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Financial Specialists | Schaumburg | IL | 12/2013 | Present |
| Cetera Investment Advisors Llc | Schaumburg | IL | 01/2014 | Present |
| Serco North America | Austin | TX | 07/2014 | Present |
| Simonet Financial Group Llc | Kyle | TX | 03/2016 | Present |
1) SIMONET FINANCIAL GROUP LLC, INVESTMENT RELATED: YES, ADDRESS:1300 DACY LANE STE 230 KYLE TX 78640, NATURE OF BUSINESS: SALES OF INSURANCE AND FINANCIAL SERVICES, START DATE: 5/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: 100% OWNER, BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR; 2) N/A, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, BUSINESS CONSULTING SERVICE, STARTED 10/2015, OWNER, APX 15 HOURS PER WEEK, MAY BE DURING TRADING HOURS, PROFESSIONAL RESOURCE COORDINATION AND BUSINESS PLANNING ASSISTANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-02-22 |
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