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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 | 2026-02-03 |
| GA | RA | APPROVED | 2024-07-05 |
Branch Locations
3696 Largent Way Suite 300, Marietta, GA 30064 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Yancey Bros Co | Austell | GA | 09/2014 | 03/2023 |
| Capstone Financial | Marietta | GA | 03/2023 | 09/2023 |
| Totus Wealth Management | Marietta | GA | 12/2023 | Present |
| Cetera Advisors | St. Cloud | MN | 09/2023 | 02/2024 |
| Cetera Advisors Llc | St. Cloud | MN | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2024 | Present |
1.NAME OF OTHER BUSINESS: TOTUS WEALTH MANAGEMENT, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2023, 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 | 2024-07-01 |
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