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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_RES | 2024-02-05 |
| NY | RA | APPROVED | 2024-02-02 |
Branch Locations
1000 Main Street, Suite 1, Port Jefferson, NY 11777 • 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 |
|---|---|---|---|---|
| Lincoln Financial Advisors | Port Jefferson | NY | 06/2012 | 02/2024 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisor Llc | Schaumburg | IL | 02/2024 | Present |
| Christian Buzzanca, Clu,Chfc | Port Jefferson | NY | 10/1986 | Present |
| Economic Planning Group | Port Jefferson | NY | 11/2021 | Present |
1. NAME OF OTHER BUSINESS: SOCIETY OF FINANCIAL SERVICE PROFESSIONALSINC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INDUSTRY PROFESSIONALS START DATE: 01/2021 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: I PLAN THE MEETINGS AND DIRECT THE OTHER BOARD MEMBERS 2. NAME OF OTHER BUSINESS: CHRISTIAN BUZZANCA, CLU,CHFC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/1986 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PERIODIC SALE OF FIXED LIFE INSURANCE AND ANNUITIES 3. NAME OF OTHER BUSINESS: ECONOMIC PLANNING GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2021 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-12-15 |
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