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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-29 |
Branch Locations
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed..RAnching & Working In Rea | Brownwood | TX | 01/1986 | Present |
| Summit Brokerage Services Inc | Marble Falls | TX | 06/2015 | 09/2019 |
| Summit Financial Group Inc | Marble Falls | TX | 06/2015 | 05/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | Present |
| Lane Bowen | Horseshoebay | TX | 01/1965 | Present |
| Horn Fog | Marble Falls | TX | 10/2012 | Present |
| Granite Wealth Management | Marble Falls | TX | 06/2011 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: Granite Wealth Management INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: financial services START DATE: 06/2011 POSITION/TITLE/RELATIONSHIP: Sr. Financial Advisor APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: provide financial services 2. NAME OF OTHER BUSINESS: Horn Frog INVESTMENT RELATED: No ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: Real Estate START DATE: 10/2012 POSITION/TITLE/RELATIONSHIP: Owner APX NUMBER OF HOURS PER WEEK: 1 per month APX NUMBER OF HOURS DURING TRADING HOURS: none BRIEF DESCRIPTION OF DUTIES: building management duties 3. NAME OF OTHER BUSINESS: Lane Bowen INVESTMENT RELATED: No ADDRESS: 210 The Hills Horseshoe Bay, TX 78657 NATURE OF BUSINESS: Farm START DATE: 01/1965 POSITION/TITLE/RELATIONSHIP: owner APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: none BRIEF DESCRIPTION OF DUTIES: raising goats and cattle for the market 4. NAME OF OTHER BUSINESS: MARIAN C. REPERT EDUCATIONAL TRUST; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: EDUCATIONAL SCHOLARSHIPS; START DATE: 04/2015; POSITION/TITLE/RELATIONSHIP: COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: VARIES; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: INTERVIEW HIGH SCHOOL STUDENTS FOR SCHOLARSHIP SELECTION;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-10-17 |
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