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2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-16 |
Branch Locations
2802 Flintrock Trace Suite B109, Lakeway, TX 78738 • United States
4230 Pablo Professional Ct Suite 101, Jacksonville, FL 32224 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Jacksonville | FL | 07/2014 | 07/2017 |
| Securian Financial Services Inc | St Paul | MN | 07/2017 | 11/2017 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2017 | 11/2017 |
| Capital Financial Strategies | Jacksonville | FL | 07/2017 | 11/2017 |
| Securian Financial Services Inc | St Paul | MN | 06/2017 | 07/2017 |
| Capital Financial Strategies | Jacksonville | FL | 06/2017 | 07/2017 |
| Wolf Retirement Navigation | Jacksonville | FL | 11/2017 | Present |
| Retirement Wealth Advisors, Inc | Jacksonville | FL | 10/2019 | 06/2021 |
| Coyle Capital | Jacksonville | FL | 06/2021 | Present |
WOLF RETIREMENT NAVIGATION; INVESTMENT RELATED; 4230 PABLO PROFESSIONAL CT, STE 101, JACKSONVILLE FL 32224; INVESTMENT ADVISORY AND INSURANCE; DIRECTOR OF CUSTOMER SERVICE; STARTED 11/2017; 160 HOURS/MONTH DEVOTED; 160 HOURS/MONTH DEVOTED; OFFER INVESTMENT ADVISORY SERVICES AND INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 2015-04-21 |
| S66 | Uniform Combined State Law Examination | 2001-04-04 |
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