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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-06-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| State Mutual Companies | Waltham | MA | 05/1991 | Present |
| The Zisko Tax Group | Pembroke | MA | 01/2012 | Present |
| Cgbe Properties, Llc. | Pembroke | MA | 12/2010 | Present |
| Voya Financial Advisors | Pembroke | MA | 09/2014 | 06/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
NAME OF ENTITY:The Zisko Tax Group; No; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; Tax Preparation; Owner; 1/23/2012; 28; 28; Hiring a registered tax professional to provide tax service to current client|NAME OF ENTITY:CGBE Properties, LLC.; No; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; Real Estate; Owner; 12/22/2010; 0; 0; Own and manage business and personal rental property held in LLC.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 1/27/2004; 4; 4; SALES OF FIXED INSURANCE PRODUCTS|NAME OF ENTITY:Charles Zisko and Associates; Yes; 811 WASHINGTON ST # 8; PEMBROKE; MA; 2259; financial services; owner; 6/30/2004; 160; 160; sales of insurance and securities products|NAME OF ENTITY:GZCZ LLC; No; 811 Washington Street #8 Pembroke MA 02359; Onset; MA; 02558; Rental Property; Member Manager; 1/3/2018; 3; 0; Bldg. Management|
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-02 |
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