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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
FL RA APPROVED 2023-05-08
  • FL RA
    APPROVED
    Since 2023-05-08

Branch Locations

Gainesville, FL • 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
University Of Florida Gainesville FL 01/2012 06/2017
Summit Brokerage Services Inc Gainesville FL 08/2014 05/2017
Regions Bank Gainesville FL 06/2017 10/2018
Cetera Investment Advisers Llc Gainesville FL 08/2017 10/2018
Cetera Investment Services Llc St. Cloud MN 08/2017 10/2018
Summit Brokerage Services Inc Gainesville FL 10/2018 09/2019
Summit Financial Group Inc Gainesville FL 10/2018 05/2021
Cetera Wealth Services, Llc El Segundo CA 09/2019 Present
Cetera Investment Advisers Llc Schaumburg IL 03/2023 Present
Kesher Creative Studio Llc Gainseville FL 10/2024 Present
Zehavi Works Llc Gainesville FL 04/2026 Present
  • 01/2012 → 06/2017
    University Of Florida
    Gainesville, FL
  • 08/2014 → 05/2017
    Summit Brokerage Services Inc
    Gainesville, FL
  • 06/2017 → 10/2018
    Regions Bank
    Gainesville, FL
  • 08/2017 → 10/2018
    Gainesville, FL
  • 08/2017 → 10/2018
    Cetera Investment Services Llc
    St. Cloud, MN
  • 10/2018 → 09/2019
    Summit Brokerage Services Inc
    Gainesville, FL
  • 10/2018 → 05/2021
    Summit Financial Group Inc
    Gainesville, FL
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 03/2023 → Present
    Schaumburg, IL
  • 10/2024 → Present
    Kesher Creative Studio Llc
    Gainseville, FL
  • 04/2026 → Present
    Zehavi Works Llc
    Gainesville, FL
Previous Registrations
  • 2018-11-14 → 2021-05-20
    Summit Financial Group Inc
    Gainesville, FL
    Clearwater, FL
  • 2018-01-02 → 2018-10-11
    Gainesville, FL
  • 2014-11-21 → 2017-06-02
    Summit Financial Group Inc
    Davie, FL
Other Businesses

1) GOLD FINANCIAL GROUP; INVESTMENT RELATED; SAME ADDRESS AS REGISTERED BRANCH; AS A DBA, ALL MY BUSINESS WITH SUMMIT BROKERAGE WILL OPERATE UNDER THIS NAME, WHICH INCLUDES TRANSCTIONAL BUSINESS, ADVISORY BUSINESS, AND OTHER APPLICABLE WORK SUCH AS INSURANCE SALES AS CLIENT NEEDS ARISE; DIRECTOR/FINANCIAL ADVISOR; 02/19/2019; APPX 160 HOURS/MONTH; APPX 160 HOURS/MONTH DURING TRADING; I WILL BE PERFORMING THE SAME DUTIES AS I DO NOW WITH SUMMIT BROKERAGE SERVICES; THIS LLC IS TO ACT AS THE DBA FOR MY BUSINESS WITH SUMMIT BROKERAGE 2) NAME OF OTHER BUSINESS: FRIENDS OF ELIJAH MANLEY INVESTMENT RELATED: NO, ADDRESS: 300 SW 2ND ST., SUITE 9, FORT LAUDERDALE, FL, 33312 NATURE OF BUSINESS: POLITICAL START DATE: 03/2020 POSITION/TITLE/RELATIONSHIP: TREASURER APX NUMBER OF HOURS PER WEEK: 1, MAY BE DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: FILE REPORTS OF DONATIONS AND EXPENDITURES FOR FLORIDA POLITICAL COMMITTEE; 3. NAME OF OTHER BUSINESS: THEHOMEMAG; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: HOME IMPROVEMENT SOCIAL MEDIA; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: SOCIAL MEDIA MANAGER; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: CREATING AND SHARING POSTS PROMOTING HOME IMPROVEMENT BUSINESSES ON SOCIAL MEDIA ACCOUNTS; 4) NAME OF OTHER BUSINESS: KESHER CREATIVE STUDIO LLC , INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL ADDRESS, NATURE OF BUSINESS: ARTS & CRAFTS, START DATE: 10/2024, POSITION/TITLE/RELATIONSHIP: MEMBER, APX NUMBER OF HOURS PER WEEK: 2, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HELP LASER CUT DESIGNS FOR MY WIFE'S CRAFT BUSINESS; 5) NAME OF OTHER BUSINESS: ZEHAVI WORKS LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SOFTWARE START DATE: 4/1/2026 POSITION/TITLE/RELATIONSHIP: FOUNDER/OWNER APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: MARKETING CONSUMER-FOCUSED APPLICATIONS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-04
  • S66 Uniform Combined State Law Examination
    2014-06-04
Other Names
  • Matthew "Mg" Gold
  • Matt V. Gold

View on SEC IAPD

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