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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | 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 | Palm Desert | CA | 01/1999 | 02/2025 |
| (Dba) Steve Parry, Clu, Chfc | Palm Desert | CA | 07/2001 | Present |
| Concourse Financial Group Securities Inc | Palm Desert | CA | 04/2002 | 02/2025 |
| Cetera Wealth Services, Llc | Palm Desert | CA | 02/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2025 | Present |
(dba) STEVE PARRY, CLU, CHFC; Investment Related; Palm Desert, CA; Insurance; Owner; Start Date 07/2001; 5 hours per month with no hours per month occurring during trading hours; In addition to securities investments, I offer the sales and service of life, disability, long-term care and fixed annuity insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 1985-12-31 |
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