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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-06-29 |
Branch Locations
670 Abbott Rd, Buffalo, NY 14220 • United States
Buffalo, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| C. John Crane, Inc. | Buffalo | NY | 07/2011 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2015 | Present |
| Crane Capital Group | Buffalo | NY | 07/2018 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 3/2015 APX NUMBER OF HOURS PER WEEK: 36 APX NUMBER OF HOURS DURING TRADING HOURS: 36 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: DBA FOR C. JOHN CRANE INC., INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INSURANCE SALES START DATE: 7/2011, POSITION/TITLE/RELATIONSHIP: SALES AGENT APX NUMBER OF HOURS PER WEEK: 39 APX NUMBER OF HOURS DURING TRADING HOURS: 39 BRIEF DESCRIPTION OF DUTIES: CROSS SELLING OF CLIENTS MICHAEL MCDONALD (3) NAME OF OTHER BUSINESS: CRANE CAPITAL GROUP, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 07/2018 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE/OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES (4) NAME OF OTHER BUSINESS: CRANE CAPITAL GROUP INC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 08/2018; POSITION/TITLE/RELATIONSHIP: CO-OWNER / REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: 20 ; APX NUMBER OF HOURS DURING TRADING HOURS: 20 ; BRIEF DESCRIPTION OF DUTIES: DBA NAME FOR MARKETING AND HOLDING COMMISSIONS ; (5) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ; ADDRESS: 6184 ROUTE 219 S, ELLICOTTVILLE, NY 14731 ; NATURE OF BUSINESS: RENTAL PROPERTY ; START DATE: 12/2020 ; POSITION/TITLE/RELATIONSHIP: OWNER ; APX NUMBER OF HOURS PER WEEK: 5 ; APX NUMBER OF HOURS DURING TRADING HOURS: 5 ; BRIEF DESCRIPTION OF DUTIES: RENTAL PROPERTY IN SKI TOWN, SO RENTED ON A PER NIGHT BASIS ; (6) NAME OF OTHER BUSINESS: CENTRO CULTURALE ITALIANO DI BUFFALO; INVESTMENT RELATED: NO; ADDRESS: 2351 DELAWARE AVENUE BUFFALO, NY 14216; NATURE OF BUSINESS: ITALIAN CULTURAL CENTER; START DATE: 01/2022; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER; APX NUMBER OF HOURS PER WEEK: 2-5; APX NUMBER OF HOURS DURING TRADING HOURS: 2-5; BRIEF DESCRIPTION OF DUTIES: FUNDRAISING, FOOD AND BEVERAGE COMMITTEE; (7) NAME OF OTHER BUSINESS: LULANI'S TABLES LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: REAL ESTATE; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: PARTIAL OWNER; APX NUMBER OF HOURS PER WEEK: 6; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDING COMPANY;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-11-24 |
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