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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
24901 Northwestern Hwy Ste 211, Southfield, MI 48075 • United States
24901 Northwestern Hwy Suite 211, Southfield, MI 48075 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2010-11-24 |
Branch Locations
24901 Northwestern Hwy Suite 211, Southfield, MI 48075 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Southfield | MI | 08/2009 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group Inc | Southfield | MI | 06/2011 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) PREPAID LEGAL SERVICE, INC; SINCE 12/01/2003;NON-INVESTMENT RELATED; ADDRESS SAME AS BRANCH;ASSOCIATE;SELL PREPAID LEGAL PLANS;0 HRS PER MONTH AND 0 HRS DURING TRADING (2) STEWARDSHIP MINISTRIES; ADDRESS SAME AS BRANCH; SINCE 12/01/1989; OWNER; TEACH BIBLICAL STEWARDSHIP PRINCIPALS TO CHURCHES; 0 HRS A MONTH AND 0 HRS DURING TRADING (3) FOLMAR FINANCIAL GROUP, INC; SINCE 12/01/1989; 24901 NORTHWESTERN HWY, STE 211, SOUTHFIELD, MI, 48234; CEO; BUSINESS OWNERSHIP/RUN DAILY OPERATIONS; 200 HOURS A MONTH AND 160 DURING TRADING HOURS (4) FOLMAR ADVISORY, LLC; SINCE 09/13/2007; ADDRESS SAME AS BRANCH; MANAGER; Investment Advisor Rep. Investment advice/financial planning; LESS THAN 30 HOURS SPENT PER MONTH ON ACTIVITY, 2 OR LESS DURING TRADING HOURS; (5) NAME OF OTHER BUSINESS: SHARON COMMUNITY CHURCH, INVESTMENT RELATED: NO, ADDRESS: 1646 E STATE FAIR, DETROIT, MI 48234, NATURE OF BUSINESS: CHURCH, START DATE: 05/2011,, POSITION/TITLE/RELATIONSHIP: PASTOR, APX NUMBER OF HOURS PER WEEK: 7, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: LEADERSHIP ROLE, PREACHING AND TEACHING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1982-09-17 |
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