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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 | 2023-06-01 |
Branch Locations
240 Township Blvd Ste 70, Camillus, NY 13031 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Equitable Advisors, Llc | New York | NY | 08/2022 | 05/2023 |
| Onondaga Community College | Syracuse | NY | 04/2022 | 06/2022 |
| Onondaga Community College | Syracuse | NY | 01/2022 | 06/2022 |
| Suny Oswego | Oswego | NY | 06/2020 | 12/2021 |
| Onondaga Community College | Syracuse | NY | 08/2012 | 05/2020 |
| Unemployed | Syracuse | NY | 07/2022 | 07/2022 |
| Equitable | Syracuse | NY | 03/2023 | 05/2023 |
| Cetera Financial Specialists Llc | Schaumburg | IL | 05/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2023 | Present |
| The Terzolo Financial Group, Inc | Camillus | NY | 05/2023 | Present |
1) THE TERZOLO FINANCIAL GROUP, INC., INVESTMENT RELATED, ADDRESS SAME AS REGISTERED BRANCH, DBA FOR INVESTMENT BUSINESS, ACCOUNT MAINTENANCE, PREPARATION OF PLANS, PROVIDE EXECUTIVE SUPPORT TO ADVISOR, 40H/WEEK, 32.5 HOURS PER WEEK DURING TRADING HOURS, SINCE 05/2023.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-28 |
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