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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-10-07 |
Branch Locations
2001 A Lincoln Drive West, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Marlton | NJ | 09/2015 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group Inc | Marlton | NJ | 09/2019 | 05/2021 |
| Cetera Investment Advisers Llc | Marlton | NJ | 10/2015 | Present |
| Capital Wealth Advisors, Llc | Marlton | NJ | 11/2005 | Present |
(1) NAME OF OTHER BUSINESS: CAPITAL WEALTH ADVISORS, LLC, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2005, POSITION/TITLE/RELATIONSHIP: PARTNER, 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) JCC; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; VOLUNTEER ON THE INVESTMENT COMMITTEE FOR LOCAL JCC; VOLUNTEER; STARTED 5/1/2017; APX 4 HOURS/YEAR, NONE DURING TRADING; VOLUNTEERING FOR THE INVESTMENT COMMITTEE I WILL NOT HAVE ANY AUTHORITY TO MAKE ANY DECISIONS. THE VOLUNTEERS ARE JUST THERE AS AN OVERSIGHT TO THE PAID STAFF (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 06/2020 APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES ; (4) NAME OF OTHER BUSINESS: JEWISH COMMUNITY FOUNDATION INVESTMENT RELATED: NO ADDRESS: 1301 SPRINGDALE RD #200, CHERRY HILL, NJ 08003 NATURE OF BUSINESS: CHARITY START DATE: 10/2020 ; POSITION/TITLE/RELATIONSHIP: CO-CHAIR APX NUMBER OF HOURS PER WEEK: 4-6 PER YEAR APX NUMBER OF HOURS DURING TRADING HOURS: 4-6 PER YEAR BRIEF DESCRIPTION OF DUTIES: RUN MEETINGS AND MAKE RECOMMENDATIONS ALONG WITH OTHER MEMBERS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1981-05-20 |
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