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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Concourse Financial Group Securities Inc | Florence | AL | 03/2023 | 02/2025 |
| Cb&S Financial Services | Florence | AL | 01/2023 | Present |
| University Of North Alabama | Florence | AL | 01/2020 | 12/2022 |
| Jacksonville State University | Jacksonville | AL | 06/2019 | 12/2019 |
| Mars Hill Bible School | Florence | AL | 01/2013 | 05/2019 |
| Cetera Wealth Services, Llc | Florence | AL | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
CB&S FINANCIAL SERVICES (A DIVISION OF CB&S BANK); Investment Related; 2975 Hough Road, Florence, AL 35630; Financial Services; Administrative; Start Date 01/2023; 160 hours per month with the majority of hours occurring during trading hours; Provide administrative support.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-21 |
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