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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 | 2025-02-20 |
Branch Locations
642 Kreag Road Suite 101, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Pittsford | NY | 11/2010 | 02/2025 |
| The Independent Advisor Network Llc | Pittsford | NY | 01/2010 | Present |
| (Dba) Association Benefit Services | Pittsford | NY | 09/2014 | Present |
| Cetera Wealth Services, Llc | Pittsford | NY | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) ASSOCIATION BENEFIT SERVICES; Investment Related; 642 Kreag Road, Suite 101, Pittsford, NY 14534; Insurance; Executive Director; Start Date 09/2014; 10 hours per month with 2 hours per month occurring during trading hours; Provide support and services to association members who do business with The Independent Advisor Network, LLC. Fixed insurance products only. >> THE INDEPENDENT ADVISOR NETWORK, LLC; Investment Related; 642 Kreag Road, Suite 101, Pittsford, NY 14534; President/Owner; Start Date 01/2010; 160 hours per month with 150 of those hours per month occurring during trading hours; This is a Brokerage General Agency (BGA) which distributes life, annuity, disability, health, dental and group insurance products through brokers and agents. The company name prior to 09/2011 was The Independent Producer Network, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-05-31 |
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