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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-06-13 |
| FL | RA | APPROVED | 2022-03-04 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
631 S. Orlando Avenue Ste 104, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Orlando | FL | 09/2015 | 09/2020 |
| Unemployeed | Winter Park | FL | 09/2020 | 12/2020 |
| Guardian Life Insurance Company | Maitland | AK | 01/2021 | 06/2021 |
| Park Avenue Securities | Maitland | FL | 03/2021 | 05/2021 |
| Innovation Partners Llc | Charlotte | NC | 01/2022 | Present |
| Brookstone Capital Management | Wheaton | IL | 02/2022 | Present |
| Amerilife | Winter Park | FL | 06/2021 | Present |
Amerilife of Central Florida, LLC - Independent Representative/Insurance Agent Investment related 631 S Orlando Ave, Ste 104 Winter Park, FL 32789 Insurance Agency Started 06/2021 40 hours per week I meet with clients to assist with insurance products including Life, Annuities, Health and Specialty plans. Innovation Partners - Registered Representative Investment Related 1400 Morgan Stanley Ave Unit 138 Winter Park, FL 32789 Registered to hold my other Finra licenses. Starting 01/2022 1 hour per quarter Trustee - I am the trustee for my deceased grandmother's trust. 6/2019 1400 Morgan Stanley Ave. Unit 138 Winter Park, FL 32789 1 hours per month during normal hours 1 hour per month during normal trading securities hours. This is not investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-29 |
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