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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 | 2024-02-29 |
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 |
|---|---|---|---|---|
| Comparion Insurance Agency A Liberty Mutual Company | Orlando | FL | 09/2021 | 01/2024 |
| Comcast/ Xfinity | Fort Wayne | IN | 01/2018 | 08/2021 |
| Verizon Wireless | Mishawaka | IN | 05/2014 | 12/2017 |
| Omni Financial Services | Orlando | FL | 11/2023 | Present |
| Omni Resource Group | Orlando | FL | 11/2023 | Present |
| The Continuing Education Academy | Fort Myers | FL | 11/2023 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 11/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2024 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: 3501 QUADRANGLE BLVD SUITE 295, ORLANDO, FL 32817 NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2022 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 2. 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: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 3. NAME OF OTHER BUSINESS: OMNI RESOURCE GROUP INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: THIS ENTITY PROVIDES BUSINESS MANAGEMENT CONSULTING SERVICES START DATE: 11/2023 POSITION/TITLE/RELATIONSHIP: BUSINESS CONSULTANT APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: REFERRING CLIENTS FOR BUSINESS MANAGEMENT CONSULTING SERVICES; 4. NAME OF OTHER BUSINESS: THE CONTINUING EDUCATION ACADEMY INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: TO PROVIDE STATE APPROVED CONTINUING EDUCATION CREDITS FOR LICENSED 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: INVITING LICENSED CONTRACTORS TO STATE APPROVED CONTINUING EDUCATION CLASSES; 5. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: NO, ADDRESS: SAME AS RESIDENTIAL LOCATION, 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 | 2024-02-20 |
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