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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 | 2024-02-13 |
Branch Locations
1615 Edgewater Drive Suite 150, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sanford Cattle Company | Sanford | FL | 06/2021 | 06/2023 |
| University Of Central Florida | Oviedo | FL | 08/2018 | 05/2022 |
| Lake Mary High School | Lake Mary | FL | 08/2014 | 08/2018 |
| Turning Leaf Construction | Lake Mary | FL | 05/2020 | 08/2020 |
| Omni Resource Group | Orlando | FL | 10/2023 | Present |
| The Continuing Education Academy | Orlando | FL | 10/2023 | Present |
| Unemployed | Oviedo | FL | 06/2023 | 10/2023 |
| Cetera Wealth Services, Llc | El Segundo | CA | 10/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
1. NAME OF OTHER BUSINESS: THE CONTINUING EDUCATION ACADEMY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDE STATE APPROVED CONTINUING EDUCATION, LICENSING CLASSES FOR CONTRACTORS. START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: PARTICIPANT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PARTICIPANT 2. NAME OF OTHER BUSINESS: OMNI RESOURCE GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: PROVIDE BUSINESS MANAGEMENT CONSULTING SERVICES. START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: CONSULTANT APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 BRIEF DESCRIPTION OF DUTIES: CONSULTANT 3. NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 28 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: NO, ADDRESS: 3922 Baja Drive, St. Cloud, FL 34772, NATURE OF BUSINESS: FIXED INSURANCE, START DATE: 05/2025 APX NUMBER OF HOURS PER WEEK: 10, APX NUMBER OF HOURS DURING TRADING HOURS: 2, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SALES OF PROPERTY & CASUALTY;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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