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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 | 2023-05-11 |
Branch Locations
2110 N Donnelly St Ste 600, Mount Dora, FL 32757 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Mt Dora | FL | 07/2017 | 11/2019 |
| Lake County Public Schools | Tavares | FL | 10/2016 | 05/2017 |
| City Of Debary, Historical Preservation Advisory Board | Debary | FL | 03/2016 | 10/2016 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2019 | Present |
| Garrison Wealth Management, P.A. | Mount Dora | FL | 07/2017 | Present |
| Summit Financial Group | Mount Dora | FL | 12/2019 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
1. NAME OF OTHER BUSINESS: GARRISON WEALTH MANAGEMENT, P.A. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA - FINANCIAL ADVISOR POSITION/TITLE/RELATIONSHIP: I AM ACTING AS A LICENSED ASSISTANT, BUT WOULD BE ACTING AS AN ADVISOR AT SUMMIT. START DATE: 12/2019 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: I AM ACTING AS A LICENSED ASSISTANT, BUT WOULD BE ACTING AS AN ADVISOR AT SUMMIT.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-02 |
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