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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-29 |
Branch Locations
10000 Lincoln Drive East 201, Marlton, NJ 08053 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vsr Financial Services, Inc | Overland Park | KS | 11/2006 | 09/2016 |
| Vsr Advisory Services | Overland Park | KS | 08/2007 | 09/2016 |
| Summit Brokerage Services, Inc. | Marlton | NJ | 09/2016 | 09/2019 |
| Summit Financial Group Inc | Boca Raton | FL | 09/2016 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Beckett Wealth Management Group | Haddonfield | NJ | 03/2026 | Present |
(1) DBA- BECKETT WEALTH MANAGEMENT GROUP, LLC; IAR; ONE GREENTREE CENTRE 201, MARLTON, NJ 08053; INSURANCE SALES; AGENT; 1-1-2000; 0-0 HRS; INSURANCE SALES (2) BECKETT ASSET MANAGEMENT LLC; NOT INVESTMENT RELATED; 421 W KINGS HIGHWAY, HADDONFIELD, NJ 08033; USED TO PAY TAXES; OWNER; STARTED 10/1/2006; APX 0 HOURS/MONTH, O DURING TRADING; USED TO PAY TAXES (3) NAME OF OTHER BUSINESS: BECKETT WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 3/4/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 7 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-22 |
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