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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 | 2025-08-18 |
Branch Locations
10 S. Harbor City Boulevard, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Orlando | FL | 05/2023 | 05/2024 |
| United States Air Force | Patrick Afb | FL | 08/2016 | Present |
| Trinity Wealth Securities, Llc | Orlando | FL | 07/2023 | 05/2024 |
| Eastwood & Associates Wealth Strategies | Melbourne | FL | 02/2025 | Present |
| Avantax Investment Services Inc. | Melbourne | FL | 02/2025 | 09/2025 |
| Avantax Advisory Services | Melbourne | FL | 02/2025 | 09/2025 |
| Avantax Insurance Services | Melbourne | FL | 02/2025 | 09/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 07/2025 | Present |
| Cetera Wealth Services, Llc | Melbourne | FL | 09/2025 | Present |
1) EASTWOOD & ASSOCIATES WEALTH STRATEGIES POSITION: Financial Advisor NATURE: Eastwood & Associates Wealth Strategies is a branch office of Avantax Wealth management and associated entities. Eastwood & Associates offers Investment advice, recommends and facilitates the purchase of securities, and works with clients on a long term bases for a fee to continue to assist them in the forementioned areas. INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 84 START DATE: 02/03/2025 ADDRESS: 3210 N Wickham Rd, Suite 4, Melbourne FL 32935, United States DESCRIPTION: My duties and responsibilities related to being a Financial Advisor at Eastwood & Associates Wealth Strategies will include: 2) UNITED STATES AIR FORCE POSITION: Air Force Reserve NATURE: I am an enlisted member of the United States Air Force Reserve holding the current rank of Technical Sergeant. In my role, Special Missions Aviator, I am required to fly in a combat rescue helicopter and perform flight engineer and aerial gunner duties. As a reserve member, I am serving in a "Part-time" capacity INVESTMENT RELATED: No NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 16 START DATE: 08/30/2016 ADDRESS: 629 Rescue road, Patrick SFB FL 32925, United States DESCRIPTION: The duties and responsibilities related to being a Special Missions Aviator in the United States Air Force Reserve are as follows:
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-02 |
| S65 | Uniform Investment Adviser Law Examination | 2023-05-13 |
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