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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 | 2025-10-15 |
Branch Locations
2301 Rosecrans Ave #5100, El Segundo, CA 90245 • United States
Lutz, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Temple Terrace | FL | 01/2022 | 04/2023 |
| Santander Consumer Usa | Tampa | FL | 12/2020 | 01/2022 |
| Cvs Pharmacy | Tampa | FL | 06/2017 | 11/2020 |
| Morgan Stanley | Temple Terrace | FL | 01/2023 | 04/2023 |
| Raymond James & Associates, Inc | St. Petersburg | FL | 04/2023 | 08/2025 |
| Cetera Advisors Llc | Greenwood Village | CO | 08/2025 | Present |
| Cetera Financial Specialists Llc | Schaumburg | IL | 08/2025 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 08/2025 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 08/2025 | Present |
| Hillsborough Community College | Tampa | FL | 08/2016 | 08/2018 |
| Conscious Goods Distributors | Lutz | FL | 11/2025 | 12/2025 |
| Catalyst Consultants Group, Llc | Lutz | FL | 01/2026 | Present |
1) NAME OF OTHER BUSINESS: CATALYST CONSULTANTS GROUP, LLC; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: BUSINESS SALES STRATEGIES/ CONSULTING SERVICES FOR ABA COMPANIES START DATE: 01/2026; POSITION/TITLE/RELATIONSHIP: FOUNDER; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PROVIDE CONSULTING FOR CFG COMPANIES ON BUSINESS SALES TIPS/HELP ABA (APPLIED BEHAVIOR ANALYSIS; CLINICS FOR CHILDREN WITH AUTISM) COMPANIES BY CONSULTING THEM ON HIRING AND OPERATIONS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-06 |
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