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255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| CO | RA | APPROVED | 2020-04-01 |
Branch Locations
255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
255 Primera Blvd. Suite 160, Lake Mary, FL 32746 • United States
255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| CA | RA | APPROVED | 2020-04-01 |
| CO | RA | APPROVED | 2020-04-01 |
| OH | RA | APPROVED | 2020-04-01 |
| FL | RA | APPROVED | 2018-01-31 |
Branch Locations
3595 W Lake Mary Blvd, Lake Mary, FL 32746 • United States
255 Primera Blvd Suite 160, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oakley Senior Services | Little Mary | FL | 11/2003 | Present |
| Brookstone Capital Management Llc | Wheaton | IL | 10/2007 | Present |
| Jolliffe Capital | Lake Mary | FL | 04/2010 | 06/2018 |
| Advisersource.COm | Lake Mary | FL | 09/2017 | 12/2017 |
| Familywealth Advisers | Lake Mary | FL | 01/2018 | Present |
| Familywealth Advisers | Lake Mary | FL | 03/2020 | Present |
| Familywealth Asset Management | Lake Mary | FL | 03/2020 | Present |
Insurance Producer selling fixed annuity products which is investment related. As a w-2 employee of FamilyWealth Advisers, LLC, I don’t personally receive commissions as they are paid to FamilyWealth Agency, LLC. I am not currently compensated by FamilyWealth Agency, LLC. It takes approximately 20% of my time. Duties involve making recommendations when appropriate and reviewing policies with clients annually.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-19 |
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