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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 | 2025-03-07 |
| FL | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Heathrow | FL | 04/2016 | 02/2025 |
| Security Financial Management | Orlando | FL | 04/2016 | 01/2022 |
| (Dba) Solutions Group Wealth | Heathrow | FL | 02/2022 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) SOLUTIONS GROUP WEALTH; Investment Related; 1275 Lake Heathrow Lane, Heathrow, FL 32746; Other; Advisor / CFP®; Start Date 02/2022; 140 hours per month with the majority of those hours per month occurring during trading hours; I work with the firm as one of several advisors offering advisory services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-02 |
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