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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
104 Whitsett Street, Greenville, SC 29601 • United States
Simpsonville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Livingstone Llc | Greenville | SC | 05/2012 | Present |
| Voya Financial Advisors | Greenville | SC | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Livingstone Holdings, Llc | Simpsonville | SC | 02/2026 | Present |
1. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 104 WHITESETT ST; GREENVILLE; SC; 29601; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/1/2011; 160; 160; SALES OF FIXED INSURANCE PRODUCTS 2. NAME OF ENTITY: Livingstone LLC, LIVINGSTONE WEALTH PLANNING; Yes; 104 WHITESETT ST; GREENVILLE; SC; 29601; DBA/FINANCIAL SERIVICES; OWNER/PRESIDENT; 5/30/2012; 40; 40; INSURANCE AND INVESTMENT SERVICES 3. NAME OF OTHER BUSINESS: LIVINGSTONE HOLDINGS, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MANAGE REAL ESTATE HOLDINGS. START DATE: 2/6/2026 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REAL ESTATE HOLDINGS ONLY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-02 |
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