Trevor Wayne Harrelson

Current Employers

Employment History

• 06/1999 → Present
  Harrelson Holdings
  Ft. Myers, FL
• 07/2001 → Present
  Omni Resource Group
  Ft. Myers, FL
• 03/2002 → 08/2023
  Securian Financial Services, Inc.
  St. Paul, MN
• 03/2002 → 08/2023
  Minnesota Life Insurance Company
  St. Paul, MN
• 06/2005 → Present
  Omni Real Estate Investment Services
  Ft Myers, FL
• 06/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2001 → Present
  Omni Financial Services Of Lee County, Inc.
  Fort Myers, FL

Previous Registrations

• 2002-03-28 → 2023-08-10
  Securian Financial Services, Inc.
  Fort Myers, FL
  Fort Myers, FL
  St. Paul, MN

Other Businesses

1) 3708 SWANN PROFESSIONAL BUILDING CONDOMINIUM ASSOCIATION POSITION: Member NATURE: Board Member INVESTMENT RELATED:No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: , Tampa FL , United States DESCRIPTION:Member 2) TWH COMMERCIAL HOLDINGS POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1SECURITIES TRADING HOURS: 0 START DATE: 01/20/2015 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: TWH Commercial Holdings owns an office building in Tampa. FL. OMNI Financial Services leases the building to use for it's local operations. 3) HARRELSON HOLDINGS, INC. POSITION: Owner NATURE: Holding Company INVESTMENT RELATED: Yes NUMBER OFHOURS: 5 SECURITIES TRADING HOURS: 1 START DATE: 06/01/2004 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: Harrelson Holdings is my entity that is contracted with Securian Financial Services/Minnesota Life. It is a holding company that does not have operations with the public. Harrelson Holdings owns OMNI Financial Services, which is our operating company. 3) NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES OF LEE COUNTY, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2001; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 60; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4) THE CONTINUING EDUCATION ACADEMY, LLCPOSITION: Owner NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE:01/01/2005 ADDRESS: 12610 New Brittany Blvd, Ft Myers FL 33907, United States DESCRIPTION: This company teaches continuing education classes for individuals who have contractor's licenses. 5) OMNI RESOURCE GROUP OF SW FLORIDA, LLC POSITION: Owner NATURE: Consultant INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2001 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: This company offers business management consulting services, health insurance and other fixed insurance products not offered through Securian. I am the owner of the company. 6) OMNI REAL ESTATE INVESTMENT SERVICES,LLC POSITION: Owner NATURE: Realtor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE:06/01/2005 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: This company may occasionally sell homes or business entities. I am the owner of the business.

Exams

• S66 Uniform Combined State Law Examination
  2001-12-27

Other Names

• Trevor Wayne Harrelson