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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-18 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
2114 Nw 40 Terrace Suite D-1, Gainesville,, FL 32605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icma Retirement Corporation | Washington | DC | 01/1999 | 12/2021 |
| Icma-Rc Services, Llc | Coral Gables | FL | 01/1999 | 12/2021 |
| Lincoln Investment | Fort Washington | PA | 01/2022 | 01/2022 |
| Capital Analysts | Fort Washington | PA | 01/2022 | 01/2022 |
| Missionsquare Investment Services | Alachua | FL | 02/2022 | 02/2025 |
| Missionsquare Retirement | Alachua | FL | 02/2022 | 02/2025 |
| Inspire Advisors, Llc Dba Your Financial Legacy | Meridian | ID | 02/2025 | Present |
08/2010 Independent Licensed insurance Agent; Investment Related; Florida; Life Including Variable Annuity/Health
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-21 |
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