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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2023-06-29
TX RA APPROVED_RES 2023-06-29
  • MI RA
    APPROVED
    Since 2023-06-29
  • TX RA
    APPROVED_RES
    Since 2023-06-29

Branch Locations

24901 Northwestern Hwy Ste 211, Southfield, MI 48075 • United States

Folmar Advisory, Llc

24901 Northwestern Hwy Suite 211, Southfield, MI 48075 • United States

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2010-11-24
  • MI RA
    APPROVED
    Since 2010-11-24

Branch Locations

24901 Northwestern Hwy Suite 211, Southfield, MI 48075 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2009 → 09/2019
    Summit Brokerage Services Inc
    Southfield, MI
  • 09/2019 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2011 → 05/2021
    Summit Financial Group Inc
    Southfield, MI
  • 06/2023 → Present
    Schaumburg, IL
Previous Registrations
  • 2011-06-22 → 2021-05-20
    Summit Financial Group Inc
    Southfield, MI
Other Businesses

(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;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-23
S63 Uniform Securities Agent State Law Examination 1982-09-17
  • S65 Uniform Investment Adviser Law Examination
    2010-11-23
  • S63 Uniform Securities Agent State Law Examination
    1982-09-17
Other Names
  • Larry E Folmar

View on SEC IAPD

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