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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-06-04 |
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