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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 | 2026-05-08 |
Branch Locations
1615 Edgewater Drive Suite 150, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Omni Financial Services | Orlando | FL | 01/2026 | Present |
| Perfect Consultant Match, Llc | Brambleton | VA | 02/2014 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
| Armstrong & Westlake Investment, Llc | Orlando | FL | 04/2024 | Present |
| Ternion Press, Llc | Orlando | FL | 05/2020 | Present |
| Armstrong & Westlake Properties, Llc | Sonoma | CA | 02/2014 | Present |
| Perfect Consultant Match, Llc | Brambleton | VA | 02/2014 | Present |
| Omni Financial Services | Orlando | FL | 02/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2026 | Present |
1. NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: DBA FOR FINANCIAL SERVICES START DATE: 03/2026 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: SELLING SECURITIES AND PROVIDING FINANCIAL PLANNING SERVICES; 2. NAME OF OTHER BUSINESS: OMNI RESOURCE GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: GENERATE REVENUE AND PROVIDE REFERRALS TO OMNI FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: BUSINESS CONSULTANT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PROVIDING BUSINESS CONSULTING SERVICES TO HELP BUSINESS OWNERS SCALE THEIR OPERATIONS; 3. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 12/2025 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS; 4. NAME OF OTHER BUSINESS: THE CONTINUING EDUCATION ACADEMY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: GENERATE REVENUE AND PROVIDE REFERRALS TO OMNI FINANCIAL SERVICES START DATE: 01/2026 POSITION/TITLE/RELATIONSHIP: PARTICIPANT APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 BRIEF DESCRIPTION OF DUTIES: REFERRING CONTRACTORS TO TAKE CONTINUING EDUCATION CLASSES; 5. NAME OF OTHER BUSINESS: PERFECT CONSULTANT MATCH, LLC INVESTMENT RELATED: NO ADDRESS: BRAMBLETON, VA 20148 NATURE OF BUSINESS: PROVIDE BUSINESS CONSULTING SERVICES ON A TIME AND MATERIAL BASIS. START DATE: 02/2014 POSITION/TITLE/RELATIONSHIP: FOUNDER & CEO APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: BUSINESS CONSULTING SERVICES (IT CONSULTING / PROCESS IMPROVEMENT / OPERATIONS IMPROVEMENT); 6. NAME OF OTHER BUSINESS: ARMSTRONG & WESTLAKE PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: SONOMA, CA 95476 NATURE OF BUSINESS: RENTING PERSONALLY OWNED SINGLE FAMILY HOME AND MULTI-FAMILY UNITS START DATE: 02/2014 POSITION/TITLE/RELATIONSHIP: PRINCIPAL APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: BRIEF DESCRIPTION OF DUTIES: WORK WITH MY PROPERTY MANAGER TO KEEP ALL UNITS RENTED AND IN GOOD CONDITION. PREPARE AND FILE ANNUAL TAX RETURNS AND REQUIRED REPORTS WITH THE CALIFORNIA SECRETARY OF STATE.; 7. NAME OF OTHER BUSINESS: TERNION PRESS, LLC INVESTMENT RELATED: NO ADDRESS: ORLANDO, FL 32814 NATURE OF BUSINESS: TO CREATE AND PUBLISH BOOKS START DATE: 05/2020 POSITION/TITLE/RELATIONSHIP: FOUNDER & CEO APX NUMBER OF HOURS PER WEEK: 0 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: AUTHOR / PUBLISHER; 8. NAME OF OTHER BUSINES: ARMSTRONG & WESTLAKE INVESTMENT, LLC INVESTMENT RELATED: NO ADDRESS: ORLANDO, FL 32814 NATURE OF BUSINESS: PERSONAL INVESTMENT AND TRADING ACTIVITIES START DATE: 04/2024 POSITION/TITLE/RELATIONSHIP: FOUNDER & CEO APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: PERSONAL INVESTMENT AND TRADING ACTIVITIES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-28 |
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