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403 N. Parkway Ste. 101, Jackson, TN 38305 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-11-13 |
| TX | RA | APPROVED_RES | 2024-11-07 |
Branch Locations
1000 Skokie Blvd Ste 450, Wilmette, IL 60091 • 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 |
|---|---|---|---|---|
| Lifetime Financial Group | Wilmette | IL | 04/1997 | Present |
| Cetera Advisors Llc | Denver | CO | 01/2013 | 11/2024 |
| Bright Futures Wealth Management, Llc | Wilmette | IL | 01/2017 | 11/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2024 | 11/2024 |
| Silver Oak Securities, Inc. | Wilmette | IL | 11/2024 | Present |
1. Lifetime Financial Group. LLC,Is Investment Related,"1000 Skokie Blvd, Ste 450, Wilmette, IL, 60091, United States",DBA,Owner,4/1/1997,160 hours per month,140 hours per month during trading hours, Commission Compensation, DBA for independent financial professional as well as fixed insurance sales 2. Crowne Partners, Is Not Investment Related,"505 N. 20th Street, , Birmingham, AL, 35203, United States", private real estate invesment,LP,10/30/2024,0 hours per month,0 hours per month during trading hours ,Other Compensation, none. I'm an investor only.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-19 |
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