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3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-12-10 |
| FL | RA | APPROVED | 2024-11-07 |
Branch Locations
14090 Metropolis Ave., Suite 205, Fort Myers, FL 33912 • United States
3636 South Interstate 10 Service Road Suite 214, Metairie, LA 70001 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Ins Co Of America | Fort Myers | FL | 08/1996 | Present |
| Park Avenue Securities Llc | Fort Myers | FL | 05/1999 | 10/2024 |
| Guardian Life Insurance Company | Naples | FL | 06/2024 | Present |
| Park Avenue Securities | Naples | FL | 04/2024 | 10/2024 |
| Colomb Investment Management Company, Llc | Metairie | LA | 11/2024 | Present |
1. Independent insurance agent since 06/1986 - Sale of life and disability insurance. Located at 14090 Metropolis Avenue, Fort Myers, FL 33912. Activity represents approx. 1 bus hr per month. 2. Owner of Bellino Financial Coaching LLC since 01/2022, a legal entity established for tax/accounting purposes and the sale of fixed insurance and annuity products. Located at 14090 Metropolis Avenue, Fort Myers, FL 33912. Activity represents approx. 50 hours per week. 3. Florida Baptist-Licensed to foster children since 01/2017 - Located at home address. Activity represents approx. 10 non bus hrs per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-19 |
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