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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-29 |
| TX | RA | APPROVED_RES | 2023-06-29 |
Branch Locations
333 N Lantana St Ste 297, Camarillo, CA 93010 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Folino Tax & Financial Network | Camarillo | CA | 07/1985 | Present |
| Summit Brokerage Services Inc | Camarillo | CA | 04/2011 | 09/2019 |
| Summit Financial Group Inc | Camarillo | CA | 04/2011 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1) MY 100% OWNED SOLE PROPRIETORSHIP FOLINO TAX & FINANCIAL NETWORK - TAX PREPARATION 40 HRS PER WEEK SINCE 7/1/1985 - DURING TRADING HOURS NON-INVESTMENT RELATED - 333 N LANTANA ST, STE 297, CAMARILLO, CA 93010 2) FTFN INSURANCE SERVICES (ALSO DBA/STRATEGIC BROKERAGE SOLUTIONS) I OWN 95% OF THIS GENERAL PARTNERSHIP - LIFE, DISABILITY AND LONG TERM CARE INSURANCE SINCE 9/1/2004. NON-INVESTMENT RELATED - 5 HOURS A MONTH ALL DURING TRADING HOURS - ADDRESS - 333 N LANTANA ST, STE 297, CAMARILLO, CA 93010
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-14 |
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