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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 | 2024-02-16 |
Branch Locations
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 |
|---|---|---|---|---|
| Investors Capital Corp. | Stuart | FL | 11/2002 | 10/2016 |
| Loyd Capital Performance Partners, Inc. | Stuart | FL | 07/2011 | 06/2023 |
| Cetera Advisors Llc | Denver | CO | 10/2016 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/18/2016; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES. 2. NAME OF OTHER BUSINESS: THE COST OF OUR FREEDOM FOUNDATION, INC.; INVESTMENT RELATED: NO; ADDRESS: 947 SE CENTRAL PARKWAY, STUART, FL 34994; NATURE OF BUSINESS: NON-PROFIT ORGANIZATION; START DATE: 03/2014; POSITION/TITLE/RELATIONSHIP: BOARD OF DIRECTOR; APX NUMBER OF HOURS PER WEEK: 1 HOUR; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: VETERANS CHARITY FUNDRAISING AND DISBURSING FUNDS TO VETERANS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 1985-04-02 |
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