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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 | 2025-03-27 |
| NY | RA | APPROVED | 2023-06-29 |
Branch Locations
200 Great Oaks Blvd Ste 221, Albany, NY 12203 • United States
Albany, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors | Albany | NY | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Peer Wealth Management | Albany | NY | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF ENTITY:PROFESSIONAL PLANNING GROUP; Yes; 200 GREAT OAKS BLVD STE 221; ALBANY; NY; 12203; FINANCIAL SERVICES/DBA; ASSOCIATE; 8/19/2016; 160; 160; SALE & SERVICE FIXED INSURANCE AND SECURITIES PRODUCTS.| 2. NAME OF ENTITY: Independent Insurance Agent; Yes; 200 GREAT OAKS BLVD STE 221; ALBANY; NY; 12203; Fixed Insurance Sales; Independent Insurance Agent; 7/1/2010; 160; 160; Sales of fixed insurance products| 3. NAME OF OTHER BUSINESS: PEER WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES DBA; START DATE: 06/2021; POSITION/TITLE/RELATIONSHIP: OWNER / IAR / INSURANCE AGENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: INSURANCE & FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1997-11-12 |
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