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1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-02-15 |
| SC | RA | APPROVED | 2024-02-02 |
| FL | RA | APPROVED | 2024-02-01 |
Branch Locations
1745 S Naperville Rd Suite 200, Wheaton, IL 60189 • United States
Fernandina Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Guardian Life Insurance Company | Atlanta | GA | 12/2013 | Present |
| Arise Advisors | Evans | GA | 03/2014 | 10/2022 |
| Arise Advisors | Riverview | FL | 10/2022 | Present |
LIFE INSURANCE, COMPREHENSIVE FINANCIAL & ESTATE PLANNING FOR INDIVIDUALS AND BUSINESSES (MAJORITY WITH GUARDIAN LIFE INSURANCE COMPANY), DISABILITY (Income and business protection)(MAJORITY WITH BERKSHIRE LIFE), LTC, GROUP & INDIVIDUAL HEALTH BENEFITS- MULTIPLE CARRIERS (<10 TOTAL CURRENT CLIENTS) - 9012 MOUNTAIN MAGNOLIA DR RIVERVIEW, FL 33578- Approx. current estimate is 25% TIME SPENT TO THESE LINES OF BUSINESS [ESTATE PLANNING, BUSINESS SUCCESSION PLANNING, COMPREHENSIVE FINANCIAL PLANNING, LIFE, HEALTH, DISABILITY, LTC, INDEXED ANNUITIES]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-14 |
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