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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_RES | 2023-06-29 |
| FL | RA | APPROVED | 2023-05-31 |
Branch Locations
2050 E Sample Road, Lighthouse Point, FL 33064 • 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 | Lighthouse Point | FL | 07/2005 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group Inc | Lighthouse Point | FL | 05/2008 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
(1) THE GRAND ORANGE, LLC; SINCE 01/01/2004; SAME AS BRANCH ADDRESS; PARTNER; This LLC is used strictly to pay office bills and payroll and to do business through Summit Brokerage; 3 HOURS SPENT ON ACTIVITY PER MONTH, 0 HOURS SPENT DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 1981-09-01 |
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