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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-04 |
Branch Locations
2101 Gaither Rd Suite 600, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bullis School | Potomac | MD | 05/2017 | 08/2019 |
| King Street Oyster Bar | Potomac | MD | 05/2021 | 08/2021 |
| Rosenblatt Securities | New York | NY | 05/2023 | 07/2023 |
| Full-Time Education | Gaithersburg | MD | 05/2014 | 05/2017 |
| Full-Time Education | Columbus | OH | 08/2019 | 05/2021 |
| Full-Time Education | Columbus | OH | 08/2021 | 05/2023 |
| Full Time Education | Columbus | OH | 07/2023 | Present |
| Financial Advantage Associates | Rockville | MD | 06/2024 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2024 | Present |
1. NAME OF OTHER BUSINESS: FINANCIAL ADVANTAGE ASSOCIATES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2024 POSITION/TITLE/RELATIONSHIP: FINANCIAL aDVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 33 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES TO CLIENTS OF THE FIRM;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
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