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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-20
  • FL RA
    APPROVED
    Since 2026-05-20

Branch Locations

27539 Desert Willow Way, Wesley Chapel, FL 33609 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 01/2014 → 02/2017
    Jp Morgan Securities Llc
    Tampa, FL
  • 02/2011 → 02/2017
    Jpmorgan Chase Bank
    Tampa, FL
  • 06/2017 → 11/2019
    Suntrust Investment Services
    Atlanta, GA
  • 07/2017 → 04/2025
    Suntrust Advisory Services, Inc.
    Atlanta, GA
  • 11/2019 → 04/2025
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 12/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 12/2025 → Present
    Schaumburg, IL
  • 04/2025 → 11/2025
    Unemployed
    Tampa, FL
  • 03/2017 → 05/2017
    Unemployed
    Tampa, FL
Previous Registrations
Other Businesses

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;

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-11
  • S66 Uniform Combined State Law Examination
    2017-08-11

View on SEC IAPD

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