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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2026-07-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services Inc | Wheeling | WV | 07/2005 | 09/2019 |
| Summit Financial Groups Inc | Wheeling | WV | 07/2005 | 05/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2019 | 06/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 06/2025 |
| International Assets Advisory, Llc | Wheeling | WV | 06/2025 | 06/2026 |
| International Assets Investment Management, Llc | Wheeling | WV | 06/2025 | 06/2026 |
| Ameriprise Financial Services, Llc | Wheeling | WV | 07/2026 | Present |
Business Ownership; BARRINGTON CATTLE LLC; Co-owner; FARMING CATTLE & SHEEP OWNERSHIP; 44 15th St, , Wheeling, WV, 26003; Not Investment-Related; 01/21/2018; 0 hours per month; 0 during trading hours / ROBERTS & COSS FINANCIAL PLANNING & INVESTMENT GROUP LLC; Owner; PERSONAL LLC FOR BUSINESS EXPENSES; 44 15th St, , Wheeling, WV, 26003; Not Investment-Related; 07/27/2005; 0 hours per month; 0 during trading hours / MCCOY CONSULTING SERVICES LLC; Co-owner; GROUP HEALTHCARE BENEFITS / GROUP BENEFITS LIFE DENTAL EYE; 44 15TH ST, , WHEELING, WV, 26003; Not Investment-Related; 09/15/2011; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-17 |
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