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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-20 |
| FL | RA | APPROVED | 2025-06-03 |
Branch Locations
6052 Turkey Lake Rd Ste 101, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Orlando | FL | 05/2017 | 03/2020 |
| Twin Rivers Golf Club | Oviedo | FL | 02/2017 | 05/2017 |
| University Of Central Florida | Orlando | FL | 08/2014 | 12/2018 |
| Ameriprise Financial Services, Llc | Orlando | FL | 03/2020 | 05/2025 |
| Cetera Advisors Llc | St Cloud | MN | 05/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 05/2025 | Present |
| Sunrise Wealth Advisors | Orlando | FL | 05/2025 | Present |
1. NAME OF OTHER BUSINESS: SUNRISE WEALTH ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 05/2025 POSITION/TITLE/RELATIONSHIP: ASSOCIATE FINANCIAL ADVISOR APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: WORK WITH INDIVIDUALS REGARDING THEIR FINANCIAL GOALS; 2. NAME OF OTHER BUSINESS: PROJECT BOOK CLUB; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: PODCAST; START DATE: 6/2024; POSITION/TITLE/RELATIONSHIP: PODCAST HOST; APX NUMBER OF HOURS PER WEEK: 3; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: READ, DISCUSS, BREAKDOWN, AND REVIEW FANTASY BOOKS;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-05 |
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