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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-03-21 |
| MD | RA | APPROVED | 2024-03-21 |
Branch Locations
28485 Dupont Blvd Bldg 2, Millsboro, DE 19966 • United States
Salisbury, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foodmate | Ballground | GA | 01/2017 | 07/2019 |
| Infinity Welding | Georgetown | DE | 09/2022 | 02/2023 |
| Mountaire Farms | Selbyville | DE | 06/2005 | 12/2016 |
| Cfs Retirement Solutions | Salisbury | MD | 01/2023 | Present |
| Cetera Advisors Llc | St Cloud | MN | 02/2023 | Present |
| Stay At Home Mom | Dagsboro | DE | 07/2019 | 09/2022 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | Present |
| Cfs Inc., Dba Comprehensive Financial Solutions | Millsboro | DE | 02/2023 | Present |
1 NAME OF OTHER BUSINESS: CFS RETIREMENT SOLUTIONS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 01/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2. NAME OF OTHER BUSINESS: CFS INC., DBA COMPREHENSIVE FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2023; APX NUMBER OF HOURS PER WEEK: 30; APX NUMBER OF HOURS DURING TRADING HOURS: 30; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
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