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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-11 |
| FL | RA | APPROVED | 2024-06-28 |
Branch Locations
12610 New Brittany Blvd, Fort Myers, FL 33907 • United States
Greer, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michelin | Trinity | FL | 01/2019 | Present |
| In-Tech Automotive | Greer | SC | 01/2017 | 01/2019 |
| Siemens | Orlando | FL | 08/2013 | 12/2016 |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2024 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2024 | Present |
1. NAME OF OTHER BUSINESS: MICHELIN; INVESTMENT RELATED: NO; ADDRESS: TRINITY, FL 34655; NATURE OF BUSINESS: MOBILITY / TIRES; START DATE: 01/2019; POSITION/TITLE/RELATIONSHIP: DESIGN ENGINEER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 30; BRIEF DESCRIPTION OF DUTIES: RESPONSIBLE FOR DESIGNING INTERNAL GEOMETRY OF TIRES AND SUPPORTING DEVELOPMENT OF NEW TIRE LINES; 2. NAME OF OTHER BUSINESS: THE CONTINUING EDUCATION ACADEMY; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: STATE APPROVED CONTINUING EDUCATION 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: NONE; BRIEF DESCRIPTION OF DUTIES: INVITING LICENSED CONTRACTORS TO STATE APPROVED CONTINUING EDUCATION CLASSES; 3. NAME OF OTHER BUSINESS: OMNI RESOURCE GROUP; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: 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: NONE; BRIEF DESCRIPTION OF DUTIES: REFERRING CLIENTS FOR BUSINESS MANAGEMENT CONSULTING SERVICES; 4. NAME OF OTHER BUSINESS: OMNI FINANCIAL SERVICES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SALE AND SERVICES OF FIXED AND VARIABLE PRODUCTS; START DATE: 11/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 28; BRIEF DESCRIPTION OF DUTIES: SALE AND SERVICES OF FIXED AND VARIABLE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
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