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101 Normandy Road, Casselberry, FL 32707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-06-20 |
| AZ | RA | APPROVED | 2023-01-25 |
| FL | RA | APPROVED | 2023-01-12 |
| IN | RA | APPROVED | 2019-12-24 |
| OH | RA | APPROVED | 2019-03-04 |
| MI | RA | APPROVED | 2015-09-15 |
Branch Locations
107 Cass Street Ste D, Traverse City, MI 49684 • United States
101 Normandy Road Suite 101, Casselberry, FL 32707 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G.A. Repple & Company | Casselberry | FL | 09/2015 | Present |
| Christian Family Financial | Traverse City | MI | 09/2015 | 12/2025 |
| Golden Rule Wealth Advisory | Traverse City | MI | 01/2026 | Present |
1.) Golden Rule Wealth Advisory - 107 Cass Street, Suite D, Traverse City, MI 49684 - Owner, Income Tax Preparation & Financial Counseling - investment related - started 01/2026 - 70 HR/MO, 35 HR/MO during 2.) Pacific Life Insurance Company - 700 Newport Center Dr. Newport Beach, CA - Life Insurance agent - started 10/30/2020 - non-investment related - 160 hrs. per month, 160 hrs. during trading. 3.) Gleaner Life Insurance - 5200 W. US Hwy 223, Adrian, MI 49221 - Insurance Sales Rep - Started 5-14-18 - non-investment related - 160 hrs. per month 160 hrs. per month during trading hrs. 4.) Protective Life - P.O. 2606, Birmingham, AL 35202 - Insurance Sales Rep - Started 5-14-2-19 - non-investment related - 160 hrs. per month - 160 hrs. per month during trading hrs. 5.) Mutual of Omaha - 3300 Mutual of Omaha Plaza, Omaha, NE 68175 - Insurance agent, also of disability insurance - started 12/16/21 - non-investment related - 160 hrs. per month mostly during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-17 |
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