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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-01-29 |
Branch Locations
80 Business Park Drive Suite 207, Armonk, NY 10504 • 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 |
|---|---|---|---|---|
| Massmutual Life Insurance Company | White Plains | NY | 06/2010 | 03/2019 |
| Mml Investors Services, Inc. | White Plains | NY | 12/2010 | 03/2019 |
| National Life Group | Armonk | NY | 04/2019 | 12/2024 |
| Equity Services, Inc | Montpelier | VT | 04/2019 | 12/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2024 | Present |
| Corporate Plans Retirement Strategies Llc | Armonk | NY | 04/2019 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 05/1974 APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: CORPORATE PLANS RETIREMENT STRATEGIES LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2019 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: ASSIST WITH MANAGEMENT OF THE OFFICE, STAFF, AND ADVISORS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-19 |
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