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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 | 2025-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Gainesville | FL | 01/2014 | 02/2025 |
| Alan Hagopian | Gainesville | FL | 02/2013 | 05/2018 |
| Vision Volleyball Club | Gainesville | FL | 09/2009 | Present |
| North Florida Money Management | Gainesville | FL | 01/2012 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
NORTH FLORIDA MONEY MANAGEMENT; Investment Related; 4631 NW 53rd Avenue, Suite 101, Gainesville, FL 32653; Owner; Start Date 01/2012; 160 hours per month; Tax preparation and securities. >> TAXSITE LLC; Non-Investment Related; 4631 NW 53rd Avenue, Suite 101, Gainesville, FL 32653; Other; No Title; Start Date 07/2019; No hours per month; I have no day to day duties pertaining to the LLC. I recently purchased a share of the building that contains my office.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-07 |
| S65 | Uniform Investment Adviser Law Examination | 2014-06-24 |
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