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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-11 |
Branch Locations
12610 New Brittany Boulevard, Fort Myers, FL 33907 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Cudjoe Key | FL | 06/2015 | 03/2021 |
| Thrivent Financial | Appleton | WI | 11/2015 | 03/2021 |
| Securian Financial Services | Saint Paul | MN | 03/2021 | 08/2023 |
| Minnesota Life Insurance Company | Saint Paul | MN | 03/2021 | 08/2023 |
| Harrelson Holdings | Fort Myers | FL | 03/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Damian Varela Management Llc | Fort Myers | FL | 09/2023 | Present |
1) REAL ESTATE LICENSE POSITION: Salesperson NATURE: Realtor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2007 ADDRESS: 1822 Maple Avenue, Fort Myers FL 33901, United States DESCRIPTION: Held FL real estate sales associate license for many years. I do not actively use this license or dedicate any time throughout the year aside from continuing education every other year. 2) OMNI FINANCIAL SERVICES OF LEE COUNTY, INC. POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 35 START DATE: 03/12/2021 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: OMNI Financial Services of Lee County Inc., is our DBA for our business relationship with Securian. 3) OMNI RESOURCE GROUP OF SW FLORIDA, LLC POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/12/2021 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: I may at times refer business owners to OMNI Resource Group for business management consulting services.I may at times sell fixed insurance products that are not required to be sold through Securian. 4) THE CONTINUING EDUCATION ACADEMY, LLC POSITION: Participant NATURE: Trainer/Teacher INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/12/2021 ADDRESS: 12610 New Brittany Blvd, Fort Myers FL 33907, United States DESCRIPTION: I will be participating in continuing education seminars to help prospect for ML/SFS clients/business; 5) NAME OF OTHER BUSINESS: DAMIAN VARELA MANAGEMENT LLC; INVESTMENT RELATED: NO; ADDRESS: 1822 MAPLE AVE, FORT MYERS, FL 33901; NATURE OF BUSINESS: EXPENSE MANAGEMENT; START DATE: 9/2023; POSITION/TITLE/RELATIONSHIP: OWNER/MANAGER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: EXPENSE MANAGEMENT; 6) NAME OF OTHER BUSINESS: INHALE EXHALE LLC; INVESTMENT RELATED: NO; ADDRESS: 1822 MAPLE AVE, FORT MYERS, FL 33901; NATURE OF BUSINESS: THERAPY SERVICES; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: AUTHORIZED MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE BOOKKEEPING AND PAYROLL FOR WIFE'S THERAPY BUSINESS; 7) NAME OF OTHER BUSINESS: LUCKY CONCH LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: AGENT FOR LLC; START DATE: 04/2024; POSITION/TITLE/RELATIONSHIP: REGISTERED AGENT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: REGISTERED AGENT FOR LLC, RECEIVES MAIL AND CORRESPONDENCE FOR THE ENTITY; 8) NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-14 |
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