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Current Employers
Capital Analysts

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-24
  • FL RA
    APPROVED
    Since 2022-05-24

Branch Locations

2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States

Lincoln Investment

601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-05-23
  • FL RA
    APPROVED
    Since 2022-05-23

Branch Locations

601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States

2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Horace Mann Investors Inc Springfield IL 11/2002 Present
Horace Mann Companies Springfield IL 11/2002 Present
United Partners Insurance, Llc Baton Rouge LA 10/2017 Present
Florida Educators Insurance, Llc Wesley Chapel FL 10/2008 Present
  • 11/2002 → Present
    Springfield, IL
  • 11/2002 → Present
    Horace Mann Companies
    Springfield, IL
  • 10/2017 → Present
    United Partners Insurance, Llc
    Baton Rouge, LA
  • 10/2008 → Present
    Florida Educators Insurance, Llc
    Wesley Chapel, FL
Previous Registrations
  • 2016-06-06 → 2022-06-13
    St. Petersburg, FL
    Wesley Chapel, FL
    St. Petersburg, FL
    Odessa, FL
    Chambersburg, PA
    Lutz, FL
    Wesley Chapel, FL
    Baton Rouge, LA
    Land O Lakes, FL
Other Businesses

2660 STONEWOOD LLC POSITION: Owner NATURE: Real Estate INV. RELATED: Yes NO.OF HOURS: 0 TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: Owner duties(property management, pay bills, etc.) GCCF LLC POSITION: Owner NATURE: Real Estate INV. RELATED: Yes NO.OF HOURS: 0 TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: Owner of commercial property inside LLC. FLORIDA EDUCATOR INSURANCE LLC DBA GAC WEALTH MANAGEMENT SOLUTIONS POSITION: Sole owner, Agent NATURE: P&C, business coaching, Marketing INV. RELATED: Yes NO.OF HOURS: 20 TRADING HOURS: 16 START DATE: 11/1/2002 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: DBA for Lincoln business. Insurance and fixed annuity sales. Oversee insurance teams. pay bills. LIFE BALANCE MANAGEMENT LLC POSITION: Owner, Registered Agent, Managing Member NATURE: Holding Company INV. RELATED: Yes NO.OF HOURS: 0 TRADING HOURS: 0 START DATE: 02/02/2021 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: Oversee the accounts long term plan. 15400 GULF BLVD LLC POSITION: Registered Agent, Managing Member NATURE: Real Estate INV. RELATED: Yes NO.OF HOURS: 2 TRADING HOURS: 0 START DATE: 11/19/2020 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: Pay bills for property. UNITED PARTNER INSURANCE LLC POSITION: Partner NATURE: Insurance INV. RELATED: Yes NO.OF HOURS: 0 TRADING HOURS: 0 START DATE: 01/26/2009 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: No active duties. This company was sold so only still open so current buyer can distribute payments. GAC MANAGEMENT GROUP LLC POSITION: Owner NATURE: Holding Company INV. RELATED: No NO.OF HOURS: 1 TRADING HOURS: 0 START DATE: 01/01/2016 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: LLC owns other businesses for tax purposes. GCC VENTURES LLC POSITION: Registered Agent, Managing Member NATURE: Holding Company INV. RELATED: No NO. OF HOURS: 0 TRADING HOURS: 0 START DATE: 11/19/2020 ADDRESS: 2660 Stonewood Park Loop, Land O Lakes FL 34638, USA DESCRIPTION: None - This LLC is not in use for anything. GATEWAY INSURANCE LLC POSITION: 40% owner & managing member NATURE: Residential & Commercial Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 06/26/2024 ADDRESS: 107 N. 22nd Ave, Humboldt TN 38343, United States DESCR: Business development, Carrier relations, Marketing TAMPA TROJANS BASEBALL CLUB POS: Coach and President NATURE: Youth Baseball INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/19/2025 ADDRESS: 19704 Wellington Manor Blvd, Lutz FL 33549, United States DESCRIPTION: Coach team Order uniforms, create schedule. FINFUEGO, INC. POSITION: Independent Contractor/Tester, Passive Investor NATURE: AI Start-Up Company INV. RELATED: Yes NO. HOURS: 2 TRADING HOURS: 1 START DATE: 7/30/2025 ADDRESS: 5400 Edisto Drive Wilmington, NC 28403 DESCRIPTION: Test new updates to the program, give feedback to its easy of use. Feedback on other ideas that they are working on. Business/Life Coaching POS: Coach NAT: Business/Life Coaching INV: No HRS: 6 TRADING HRS: 2 Start: 2/2/2026 ADDR: 2660 Stonewood Park Loop   Land O Lakes, FL 34638 Description: Coaching business owner on growing their business Integrated Tax Planning LLC Position: Owner Nature: Tax Prep services Investment Related: No Hours: 5 Securities Trading Hours: 5 Start Date: 3/1/2026 Address: 2660 Stonewood Park Loop Land O Lakes FL 34638, FL 34638 Description: Oversee the business, run payroll

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-25
S63 Uniform Securities Agent State Law Examination 2014-03-07
  • S65 Uniform Investment Adviser Law Examination
    2016-05-25
  • S63 Uniform Securities Agent State Law Examination
    2014-03-07

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