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1317 Edgewater Drive Suite 3752, Orlando, FL 32804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
Branch Locations
1317 Edgewater Drive Suite 3752, Orlando, FL 32804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Primerica Financial Services | Orlando | FL | 10/1996 | Present |
| Pfs Investments Inc. | Orlando | FL | 10/2021 | 09/2025 |
| Us Army | Fort Bragg | NC | 08/2015 | 07/2018 |
| Us Army | Fort Benning | GA | 07/2018 | Present |
| Morrow | Nashville | TN | 08/2025 | Present |
| Gbfp, Llc Dba Green Beret Financial Planning | Orlando | FL | 10/2025 | Present |
1. Owner and Bilingual Financial Coach, Morrow Group, Inc.; not investment-related; same address; ~50% of time. 2. Licensed insurance professional; same address; not investment-related; less than 10% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-25 |
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