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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-29 |
Branch Locations
112 Haddon Towne Ct Ste 302, Cherry Hill, NJ 08034 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Brokerage Services | Medford | NJ | 05/2012 | 09/2019 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Summit Financial Group Inc | Medford | NJ | 06/2012 | 05/2021 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) RENTAL PROPERTY - 229 SUNNY JIM DR, MEDFORD NJ 08055 - MAINTAIN AND RENT PROPERTY JT ONWER - 1-2 HRS A MONTH ZERO DURING TRADING - COMPENSATION IS PROFITS (2) Fletcher Financial Planning, LLC at branch office - OWNER; DBA name; REGISTERED REP- SECURITIES - 160 hr a month SPENT ON ACTIVITY, 7 DURING TRADING HOURS (3) FAMILY TRUST; NOT INVESTMENT REALATED; SAME ADDRESS AS REGISTERED BRANCH; PROFESSIONAL SERVICES-SUCESSOR TRUSTEE; SUCESSOR TRUSTEE; 01/15/1997; APPX 0 HOURS/MONTH; APPX 0 HOURS/MONTH DURING TRADING; ASSUME DUTIES OF TRUSTEE IF CURRENT TRUSTEE IS UNABLE TO CARRY OUT DUTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-02 |
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