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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 | 2025-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Regions Bank | Orlando | FL | 07/2013 | Present |
| Cetera Investment Services Llc | St. Cloud | MN | 03/2019 | 04/2022 |
| Cetera Investment Advisers Llc | Orlando | FL | 01/2020 | 04/2022 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2025 | Present |
| Cetera Investment Advisers Llc | Orlando | FL | 08/2025 | Present |
| Fieldpoint Private Bank & Trust | Orlando | FL | 05/2022 | 05/2025 |
1.) REGIONS BANK, WEALTH ADVISOR, CUSTOMER SERVICE, DEPOSIT ACCOUNTS, LOANS, AND CREDIT CARD APPLICATIONS. 2.) OWNER OF DA LEGACY PROPERTIES, LLC; INVESTMENT PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-06 |
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