Robert Matthew Weldon

Current Employers

Employment History

• 08/1994 → Present
  Lowery, Weldon & Company, Cpa'S, P.A.
  Safety Harbor, FL
• 01/2006 → 09/2016
  Vsr Financial Services, Inc.
  Overland Park, KS
• 08/2007 → 09/2016
  Vsr Advisory Services
  Overland Park, KS
• 09/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Safety Harbor, FL
• 09/2019 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2016 → 05/2021
  Summit Financial Group Inc
  Boca Raton, FL
• 08/2016 → 09/2019
  Summit Brokerage Services, Inc.
  Boca Raton, FL

Previous Registrations

• 2016-09-09 → 2021-05-20
  Summit Financial Group Inc
  Safety Harbor, FL
  Boca Raton, FL
• 2006-02-01 → 2016-09-01
  Vsr Financial Services, Inc.
  Safety Harbor, FL
  Safety Harbor, FL
  Overland Park, KS
  Overland Park, KS
• 1997-09-26 → 2006-01-03
  Rogan & Associates
  Safety Harbor, FL

Other Businesses

(1) HEART OF TAMPA DEVELOPMENT, INC.; NOT INVESTMENT RELATED; SAME AS BRANCH ADDRESS; RENTALS; OWNER; STARTED 9/19/2005; APX 1 HOUR/MONTH, NONE DURING TRADING; 2 RESIDENTIAL RENTALS (2) THE HIGHLANDS AT SAFETY HARBOR HOA; 3527 PALM HARBOR BLVD, PALM HARBOR, FL 34683; TREASURER OF HOA; TREASURER; STARTED 9/2/1998; APX 1 HOUR/MONTH, NONE DURING TRADING; MEET OCCASIONALLY, PREPARE ACCOUNTINGS (3) LOWERY, WELDON AND COMPANY, CPAS; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; BUSINESS MANAGER; OWNER/CPA; STARTED 8/22/1994; APX 160 HOURS/MONTH ALL DURING TRADING; MANAGE ACCOUNTS, TAX AND CONSULTING BUSINESS (4) S HARBOR INVESTMENTS, LLC; SAME AS REGISTERED ADDRESS; COMMERCIAL PROPERTY; MGRM; STARTED 10/7/2010; APX 5 HOURS/MONTH, NONE DURING TRADING; OWNERSHIP OF BUILDING, NOT MARKETED (5) NAME OF OTHER BUSINESS: RENTAL PROPERTY; INVESTMENT RELATED: NO; ADDRESS: 911 WOODBRIDGE COURT, SAFETY HARBOR, FL 34695; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 05/2015; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: COLLECT RENT, MAINTAIN PROPERTY;

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-10-04