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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 | 2025-06-07 |
| GA | RA | APPROVED | 2023-03-20 |
Branch Locations
320 West Lanier Ave, Suite 150, Fayetteville, GA 30214 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Air Force Reserves | Montgomery | AL | 04/2015 | Present |
| Delta Air Lines | Atlanta | GA | 01/2015 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Brokerage Services, Inc. | Fayetteville | GA | 05/2018 | 09/2019 |
| Summit Financial Group | Fayeteville | GA | 07/2020 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 03/2023 | Present |
| Summit Financial Networks | El Segundo | CA | 06/2021 | Present |
1. NAME OF OTHER BUSINESS: SUMMIT FINANCIAL NETWORKS ; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 06/01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-24 |
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