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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 | 2026-07-01 |
| FL | RA | APPROVED | 2025-06-03 |
Branch Locations
6052 Turkey Lake Rd Ste 101, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Orlando | FL | 09/2019 | 05/2025 |
| Walgreens | Oviedo | FL | 08/2017 | 09/2019 |
| Walgreens | Saint Augustine | FL | 06/2015 | 08/2017 |
| University Of Central Florida | Orlando | FL | 07/2017 | 05/2020 |
| Seminole State College | Oviedo | FL | 01/2017 | 06/2017 |
| Saint Johns River State College | Saint Augustine | FL | 05/2016 | 12/2016 |
| Cetera Advisors Llc | St Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2025 | Present |
| Sunrise Wealth | Orlando | FL | 05/2025 | Present |
1. NAME OF OTHER BUSINESS: SUNRISE WEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: ASSOCIATE FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-09-19 |
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