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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| GA | RA | APPROVED | 2019-06-20 |
Branch Locations
2300 Windy Ridge Parkway Suite 150-S, Atlanta, GA 30339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foresters Financial Services | Atlanta | GA | 02/2015 | 06/2019 |
| Foresters Advisory Services Llc | Atlanta | GA | 07/2018 | 06/2019 |
| Global Atlantic | Topeka | KS | 02/2019 | Present |
| Cetera Investment Advisers Llc | Atlanta | GA | 06/2019 | Present |
| Cetera Investment Serivices Llc | St Cloud | MN | 06/2019 | Present |
1.) BOARD MEMBER OF FUTURES INC. WILL ASSIST WITH SOCIAL EVENTS, 1 HR/WK5RL 2.) TREASURER FOR FUTURES INC, HELPING MAKE SURE THERE ARE APPROPRIATE FUNDS AND THEY ARE BEING USED PROPERLY, DOES NOT HAVE CHECK WRITING PRIVILEGES, VIEW ONLY ACCESS TO BANK ACCOUNTS TO RECONCILE THE EXPENSES, 1/HR/WK; 3.) NEWMAN FINANCIAL SERVICES, DBA FOR CETERA BUSINESS, 40% OWNER
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-30 |
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