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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 | 2023-06-29 |
| FL | RA | APPROVED | 2023-06-23 |
Branch Locations
8000 Nw 7Th St Ste 202, Miami, FL 33126 • United States
Lake Worth, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial Advisors, Inc. | Palm Beach Gardens | FL | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 05/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
NAME OF ENTITY:The Oliveri Agency, Inc; Yes; 4500 PGA BLVD STE 203; PALM BEACH GARDENS; FL; 33418; recruit and train new agent; owner/president; 5/17/2006; 80; 80; recruit and trains new agents|NAME OF ENTITY: Independent Insurance Agent; Yes; 4500 PGA BLVD STE 203; PALM BEACH GARDENS; FL; 33418; fixed insurance sales; independent insurance agent; 10/25/2007; 24; 24; sales of fixed insurance products|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-22 |
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