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Caledonia, MI • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sandy Morris Financial Services | Tampa | FL | 05/2016 | 02/2024 |
| Gf Investment Services Llc | Sarasota | FL | 05/2016 | 12/2018 |
| G.G Incestment Sevices | Sarasota | FL | 05/2016 | 12/2018 |
| Sandy Morris Financial Services | Tampa | FL | 06/2019 | 02/2024 |
| Sandy Morris Insurance Services | Tampa | FL | 05/2016 | 02/2024 |
| Pearl Wealth Group, Llc | Tampa | FL | 02/2024 | Present |
Matthew William Mckeown is a licensed insurance agent in Florida; Investment related: yes; Location:10524 Greencrest DriveTampa Fl; Description: He is an insurance agent in the state of Florida and other states. He uses this license to offer life insurance, Medicare, annuities, etc.; Start Date: 2024-01-01; Hours devoted to business during trading hours: 20; Hours devoted to business outside trading hours: 0; Percentage of yearly compensation expected to be derived from the business: 30.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-13 |
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