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3322 Bee Ridge Rd Suite 200, Sarasota, FL 34239 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
Branch Locations
3322 Bee Ridge Rd Suite 200, Sarasota, FL 34239 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Securities | Cincinnati | OH | 03/2013 | 05/2023 |
| Advisory Services Network, Llc | Atlanta | GA | 06/2023 | 10/2024 |
| Monorail Securities | Sarasota | FL | 11/2024 | Present |
1) JOHN DUNLEVY - INDEPENDENT INSURANCE AGENT SELLING LIFE INSURANCE, LONG TERM CARE AND FIXED ANNUITIES. ESTIMATE WILL SPEND 20 HOURS PER MONTH, ALL DURING TRADING HOURS, ON THIS ACTIVITY. INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-10 |
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