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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-06 |
| NJ | RA | APPROVED | 2021-02-03 |
Branch Locations
1300 Veterans Memorial Hwy Suite 240, Hauppauge, NY 11788 • United States
1 Indian Road Suite 4, Denville, NJ 07834 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Enterprises | Haworth | NJ | 01/1992 | 07/2017 |
| Sterne Agee Financial Services, Inc. | Parsippany | NJ | 09/2014 | 01/2021 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham | AL | 01/2015 | 01/2021 |
| Cetera Investment Services Llc | St. Cloud | MN | 01/2021 | Present |
| Cetera Investment Advisers Llc | Parsippany | NJ | 01/2021 | Present |
1.) OMNIA FINANCIAL, LLC, PRESIDENT, DBA FOR BRANDING, MARKETING AND WEBSITE. 2.) OWNER OF OMNIA FINANCIAL SERVICES, LLC; FIXED INSURANCE SOLD OUTSIDE OF CETERA THROUGH LLC; VA AND EIA TO COME THROUGH CETERA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-01 |
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