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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-10 |
Branch Locations
Jacksonville, FL • United States
2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group, Inc. | Houston | TX | 09/2016 | 09/2021 |
| Jcmk Associates, Llc | Greer | SC | 05/2007 | 12/2018 |
| Cuso Financial Services, L.P. | San Diego | CA | 08/2019 | 09/2021 |
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 08/2019 | 09/2021 |
| Fidelity Investments | Fort Lauderdale | FL | 03/2022 | 04/2022 |
| Self | Fort Lauderdale | FL | 09/2021 | 03/2022 |
| Assetmark Financial Holdings, Inc. | Jacksonville | FL | 05/2022 | 08/2024 |
| Assetmark Brokerage, Llc | Jacksonville | FL | 05/2022 | 08/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 03/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2025 | Present |
| Self | Jacksonville | FL | 08/2024 | 03/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-24 |
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