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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 | 2026-07-10 |
| FL | RA | APPROVED | 2023-04-25 |
| GA | RA | APPROVED | 2023-03-01 |
Branch Locations
San Antonio, TX • United States
Delray Beach, FL • United States
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 |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Boca Raton | FL | 06/2015 | 09/2019 |
| Summit Financial Group | Boca Raton | FL | 06/2015 | 05/2021 |
| Cetera Investment Advisors Llc | Schaumburg | IL | 03/2016 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2015 | Present |
| Cetera Advisors Llc | St Cloud | MN | 06/2021 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 06/2021 | Present |
| First Allied Securities, Inc. | San Diego | CA | 06/2021 | 09/2022 |
| Cetera Investment Services Llc | St Cloud | MN | 06/2021 | Present |
(1) FINRA arbitrator: 1290 W Magnolia Circle, Delray Beach 33445; as needed; paid on a per hearing basis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-14 |
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