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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-12-17
  • GA RA
    APPROVED
    Since 2024-12-17

Branch Locations

530 Highland Station Dr., Ste. 1004, Suwanee, GA 30024 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
W.S. Jones & Associates Suwanee GA 10/1997 12/2024
Aviva Usa Corporation Des Moines IA 02/2009 12/2024
Invest Financial Corporation Tampa FL 04/2011 12/2024
Lpl Financial Llc Buford GA 02/2018 12/2024
Cetera Advisors Llc St Cloud MN 12/2024 Present
Cetera Investment Advisers Schaumburg IL 12/2024 Present
  • 10/1997 → 12/2024
    W.S. Jones & Associates
    Suwanee, GA
  • 02/2009 → 12/2024
    Aviva Usa Corporation
    Des Moines, IA
  • 04/2011 → 12/2024
    Invest Financial Corporation
    Tampa, FL
  • 02/2018 → 12/2024
    Buford, GA
  • 12/2024 → Present
    Cetera Advisors Llc
    St Cloud, MN
  • 12/2024 → Present
    Cetera Investment Advisers
    Schaumburg, IL
Previous Registrations
  • 2018-02-14 → 2024-12-19
    Suwanee, GA
  • 2011-04-11 → 2018-02-14
    Invest Financial Corporation
    Duluth, GA
    Buford, GA
  • 2007-08-23 → 2009-03-02
    Duluth, GA
    Ada, MI
    Duluth, GA
  • 2003-05-02 → 2007-08-24
    Transamerica Financial Advisors, Inc.
    Duluth, GA
    Duluth, GA
Other Businesses

1. NAME OF OTHER BUSINESS: INFINITY WEALTH MANAGEMENT GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 01/2014 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 20 APX NUMBER OF HOURS DURING TRADING HOURS: 20 BRIEF DESCRIPTION OF DUTIES: GIVING FINANCIAL ADVICE AND MANAGING ASSETS; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/1985 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-12-17
S63 Uniform Securities Agent State Law Examination 1986-05-15
  • S65 Uniform Investment Adviser Law Examination
    1996-12-17
  • S63 Uniform Securities Agent State Law Examination
    1986-05-15
Other Names
  • Paul Belcher

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