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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-14 |
| TX | RA | APPROVED | 2024-11-13 |
Branch Locations
2465 Demere Rd Ste 208, St. Simons Island, GA 31522 • United States
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 |
|---|---|---|---|---|
| Suntrust Investment Services | Brunswick | GA | 03/2014 | 03/2017 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 03/2017 |
| Lpl Financial, Llc | St. Simons Island | GA | 04/2017 | 11/2024 |
| Ifg Advisory, Llc | St. Simons Island | GA | 04/2017 | 11/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2024 | Present |
| Rwm Wealth Management | St Simons Island | GA | 04/2017 | Present |
1. NAME OF OTHER BUSINESS: RWM WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 04/2017 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-24 |
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