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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-07 |
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
Staten Island, NY • United States
Port Saint Lucie, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Allied Securities, Inc. | San Diego | CA | 12/1994 | 09/2022 |
| First Allied Advisory Services, Inc. | Chesterfield | MO | 07/2012 | 11/2020 |
| First Allied Advisory Services | Schaumburg | IL | 11/2020 | 11/2020 |
| Cetera Advisors Llc | Staten Island | NY | 09/2022 | Present |
| Cetera Investment Advisers Llc | Scaumburg | IL | 11/2022 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2020 | Present |
1. MARCO WEALTH STRATEGIES GROUP, INC. PRESIDENT. HOLDING COMPANY OR TAX/BILL PAYMENT ENTITY. START DATE 6/1/2011. 2. MARCO WEALTH STRATEGIES GROUP; INDEPENDENT CONTRACTOR; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 09/01/2012. 3. AFLAC; AGENT; INSURANCE (FIXED/LIFE/HEALTH/P&C); START DATE 12/01/2012; 12 HRS. PER MONTH. 4. US-STATEN ISLAND VETERANS INC.;COMMITTEE MEMBER; NON-PROFIT ORGANIZATION; START DATE 04/19/2013; 25 HRS. PER MONTH. 5. GO BIZ/NYC; MEMBER; MARKETING OR NETWORKING; START DATE 11/25/2013; 12 HOURS PER MONTH 6. National Business Solutions LLC; President; Holding Company; Start date 11/05/2015; 4 hours per month 7. Foundation for Financial Planning; Volunteer; Consulting; Start date 01/01/2016; 20 hours per month. 8. Senior Umbrella Network of Brooklyn (SUNB); Board of Director Member; Non-Profit Organization; start date 09/01/2016; 4 hours per month. 9. United Healthcare; Agent; Insurance (Fixed/Life/Health/P&C); Start Date: 10/13/2016; 4 hours per month. 10. Donna Marco; Beneficiary; Fiduciary Position; Start Date: 01/01/2000; 0 hours per month. 11. PP/PB/RV CIVIC ASSOCIATION; BOARD OF DIRECTORS; NON-PROFIT ORGANIZATION; START DATE: 12/01/2013; 80 HOURS PER MONTH. 12. MARCO WEALTH STRATEGIES GROUP INC; PRESIDENT; HOLDING COMPANY OR TAX/BILL PAYMENT ENTITY; START DATE: 05/05/2011; O HOURS PER MONTH. 13. NYC DEPT OF SANITATION RETIREES; WEALTH ADVISOR RESOURCE; MARKETING OR PROFESSIONAL/BUSINESS NETWORKING; START DATE: 12/05/2017; 4 HOURS PER MONTH. 14. MARCO WEALTH STRATEGIES GROUP; ADVISER; INSURANCE (FIXED/LIFE/HEALTH/P&C) START DATE: 10/25/2012. 15. SUSAN E. WAGNER HIGH SCHOOL; COMMUNITY ADVISORY BOARD MEMBER; EDUCATION/TRAINING; START DATE: 10/16/2019; 4 HOURS PER MONTH. 16. HOLY CHILD CHURCH; FINANCE COMMITTEE; NON-PROFIT ORGANIZATION; START DATE: 10/28/2021; 4 HOURS PER MONTH. 17. NAME OF OTHER BUSINESS: STATEN ISLAND COMMUNITY BOARD 3 INVESTMENT RELATED: NO, ADDRESS:23 SUMMIT STREET, STATEN ISLAND, NY 10307: NATURE OF BUSINESS: NON-PROFIT, START DATE: 01/2025, POSITION/TITLE/RELATIONSHIP: DIRECTOR, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: ATTEND MEETINGS AND VARIOUS COMMUNITY PROJECTS AND PROPOSAL;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-03 |
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