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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 | 2018-05-03 |
| TX | RA | APPROVED_RES | 2018-05-02 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Portfolios Financial Services, Inc. | Holbrook | NY | 07/2016 | 04/2018 |
| Regions Bank | Rockledge | FL | 04/2018 | Present |
| Cetera Investment Advisers Llc | Rockledge | FL | 05/2018 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 05/2018 | Present |
1. RENTAL PROPERTY OWNER; RENTS OUT RESIDENTIAL TOWNHOME
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-20 |
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