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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-03-26 |
| FL | RA | APPROVED | 2025-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Heathrow | FL | 06/2017 | 02/2025 |
| Hamilton Paul Group (Hpl Wealth Management) | Longwood | FL | 06/2017 | 07/2019 |
| Stetson University | Deland | FL | 08/2013 | 05/2017 |
| (Dba) Solutions Group Wealth Management | Heathrow | FL | 07/2019 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 01/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 01/2025 | Present |
(dba) SOLUTIONS GROUP WEALTH MANAGEMENT; Investment Related; Heathrow, FL 32746; Securities and Insurance; Wealth Manager; Start Date 07/2019; 160 hours per month with all hours per month occurring during trading hours; In addition to securities investments, I also provide Variable Annuities, Mutual Funds, Stocks, Bonds, Exchange-Traded Funds (ETFs), Financial Planning Services, Insurance sales and service to include Equity Indexed Annuity. >> PFISTER FINANCIAL LLC; Investment Related; Heathrow, FL 32746; Other; MGR; Start Date 08/2022; 1 hour per month with no hours occurring during trading hours; LLC established for tax purposes.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-17 |
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