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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 | 2024-06-05 |
| TX | RA | APPROVED_RES | 2024-05-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Community Bank & Trust Of Florida | Ocala | FL | 10/2014 | 02/2020 |
| Infinex Investments, Inc. | Ocala | FL | 12/2017 | 05/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2024 | Present |
| Cetera Investment Advisers, Llc | Schaumburg | IL | 05/2024 | Present |
1. NAME OF OTHER BUSINESS: SENSIBLE INSURANCE SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: MEDICARE SOLUTIONS FOR 65 AND OLDER CLIENTS; START DATE: 10/2023; POSITION/TITLE/RELATIONSHIP: OWNER/AGENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: PROVIDE MEDICARE SOLUTIONS FOR 65 AND OLDER CLIENTS; 2. NAME OF OTHER BUSINESS: SENSIBLE FINANCIAL SOLUTIONS; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2020; POSITION/TITLE/RELATIONSHIP: PARTNER/FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL PLANNING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-16 |
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