Steven Louis Tillona

Current Employers

Employment History

• 06/2015 → 10/2016
  Investors Capital Corporation
  Lynnfield, MA
• 10/2016 → Present
  Cetera Advisors Llc
  Denver, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2021 → Present
  Ccr Wealth Management
  Southington, CT

Previous Registrations

• 2015-06-29 → 2016-10-03
  Investors Capital Corp.
  Southington, CT
  Lynnfield, MA
  Lynnfield, MA
• 1994-10-11 → 2015-07-07
  Lpl Financial Llc
  Farmington, CT
  Farmington, CT

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERD LOCATION, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 8/2016, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: AGENT, BRIEF DESCRIPTION OF DUTIES: LIFE, ANNUITIES, & LONG TERM CARE; 2. NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: NO, ADDRESS: 72 QUEEN ST SOUTHINGTON CT 06489, NATURE OF BUSINESS: TAX PREPERATION, START DATE: 1/2000, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF TRADING HOURS PER WEEK: 5, POSITION/TITLE/RELATIONSHIP:100% OWNER, BRIEF DESCRIPTION OF DUTIES: PREPARE TAX RETURNS FOR CLIENTS; 3. NAME OF OTHER BUSINESS: CW RESOURCES INC, INVESTMENT RELATED: NO, ADDRESS: 200 MYRTLE ST NEW BRITAIN CT 06053, NATURE OF BUSINESS: NON-PROFIT SERVING PERSONS WITH DISABILITIES, START DATE: 1994, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF TRADING HOURS PER WEEK: 1, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, BRIEF DESCRIPTION OF DUTIES: ADVISOR FOR THE COMPANY 403B PLAN; 4. NAME OF OTHER BUSINESS: EDU4RETIREMENT, INC, INVESTMENT RELATED: YES, ADDRESS: 72 QUEEEN ST SOUTHINGTON CT 06489, NATURE OF BUSINESS: INVESTMENT ADVISORY & SEMINARS FOR RETIREMENTS, START DATE: 7/2015, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF TRADING HOURS PER WEEK: 32.5, POSITION/TITLE/RELATIONSHIP: TEACHING, BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES OFFERED THROUGH CETERA; 5. NAME OF OTHER BUSINESS: CAPITAL COMMUNITY COLLEGE; INVESTMENT RELATED: NO; ADDRESS: 950 MAIN STREET, HARTFORD, CT 06103; NATURE OF BUSINESS: PERSONAL FINANCE COLLEGE COURSE; START DATE: 01/2018; POSITION/TITLE/RELATIONSHIP: ADJUNCT PROFESSOR; APX NUMBER OF HOURS PER WEEK: 4; APX NUMBER OF HOURS DURING TRADING HOURS: 4; BRIEF DESCRIPTION OF DUTIES: INSTRUCT AND TEACH A 15 WEEK PERSONAL FINANCE COURSE; 6. NAME OF OTHER BUSINESS: FVGLA; INVESTMENT RELATED: NO; ADDRESS: 6 MONTEITH DR. FARMINGTON, CT 06032; NATURE OF BUSINESS: BOARD; START DATE: 1/2023; POSITION/TITLE/RELATIONSHIP: TREASURER; APX NUMBER OF HOURS PER WEEK: UP TO 5; APX NUMBER OF HOURS DURING TRADING HOURS: UP TO 5; BRIEF DESCRIPTION OF DUTIES: OVERSEE ANNUAL BUDGET & ONGOING FINANCIAL OPERATIONS OF THE ORGANIZATION; 7. NAME OF OTHER BUSINESS: CCR WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 01/2021; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 20; APX NUMBER OF HOURS DURING TRADING HOURS: 20; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES,WEALTH MANAGEMENT AND FINANCIAL PLANNING;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-21
• S63 Uniform Securities Agent State Law Examination
  1987-06-03

Other Names

• Steve L Tillona
• Steven Tillona