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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 | 2026-05-20 |
Branch Locations
27539 Desert Willow Way, Wesley Chapel, FL 33609 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Tampa | FL | 01/2014 | 02/2017 |
| Jpmorgan Chase Bank | Tampa | FL | 02/2011 | 02/2017 |
| Suntrust Investment Services | Atlanta | GA | 06/2017 | 11/2019 |
| Suntrust Advisory Services, Inc. | Atlanta | GA | 07/2017 | 04/2025 |
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2019 | 04/2025 |
| Cetera Wealth Services, Llc | El Segundo | CA | 12/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 12/2025 | Present |
| Unemployed | Tampa | FL | 04/2025 | 11/2025 |
| Unemployed | Tampa | FL | 03/2017 | 05/2017 |
1. NAME OF OTHER BUSINESS: LOVE IT REALTY LLC; INVESTMENT RELATED: NO; ADDRESS: TAMPA, FL 33615; NATURE OF BUSINESS: REAL ESTATE RENTAL PROPERTY; START DATE: 09/2021; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT; 2. NAME OF OTHER BUSINESS: INVICTUS REALTY LLC INVESTMENT RELATED: NO; ADDRESS: WESLEY CHAPEL, FL 33545; NATURE OF BUSINESS: REAL ESTATE RENTAL PROPERTY; START DATE: 01/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: PROPERTY MANAGEMENT; 3. NAME OF OTHER BUSINESS: LOVE IT RENTALS LLC; INVESTMENT RELATED: NO; ADDRESS: TAMPA, FL 33615; NATURE OF BUSINESS: PRIVATE CAR RENTAL; START DATE: 03/2024; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: RENTAL OPERATION; 4. NAME OF OTHER BUSINESS: OMNI RESOURCE GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: BUSINESS CONSULTING; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: SALES REPRESENTATIVE; APX NUMBER OF HOURS PER WEEK: 5; APX NUMBER OF HOURS DURING TRADING HOURS: 5; BRIEF DESCRIPTION OF DUTIES: REFER BUSINESS TO BUSINESS CONSULTANTS; 5. NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES-RELATED DBA; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: SECURITIES-RELATED DBA; 6. NAME OF OTHER BUSINESS: CONTINUING EDUCATION ACADEMY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: CONTINUING EDUCATION CLASSES TO CONSTRUCTION COMPANY OWNERS; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: PARTICIPANT; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: INVITE OWNERS OF CONSTRUCTION COMPANIES TO CONTINUING EDUCATION CLASSES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-11 |
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