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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-07 |
| GA | RA | APPROVED | 2024-02-29 |
Branch Locations
9710 Monroe St, Cockeysville, MD 21030 • United States
Brookhaven, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Alpharetta | GA | 10/2016 | 06/2018 |
| W Starwood Hotels | Atlanta | GA | 09/2015 | 10/2016 |
| William Blair | Chicago | IL | 06/2018 | 01/2020 |
| Morgan Stanley | Atlanta | GA | 12/2020 | 03/2022 |
| Georgia Department Of Labor | Atlanta | GA | 01/2020 | 12/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | 03/2022 |
| Springer Capital Management | Atlanta | GA | 03/2022 | 07/2023 |
| Compass Retirement Group Llc | St. Louis | MO | 07/2023 | 11/2023 |
| Marriott International | Atlanta | GA | 01/2024 | 09/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
| Nxtgen Capital Advisors | Brookhaven | GA | 11/2024 | 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: 09/2023 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS WHICH MAY INCLUDE LIFE SETTLEMENTS 2. NAME OF OTHER BUSINESS: KINNECT ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: INSURANCE, SECURITIES, AND ADVISORY SERVICES; 3. NAME OF OTHER BUSINESS: NXTGEN CAPITAL ADVISORS , INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 11/2024 , POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 6.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-13 |
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