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2514 Partridge Dr., Winter Haven, FL 33884 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial Services, Inc. | Austin | TX | 04/2016 | 02/2017 |
| Ameriprise Financial Services, Inc. | Rockville | MD | 02/2017 | 03/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2018 | 04/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2018 | 04/2021 |
| Iplan Llc | Winter Haven | FL | 04/2021 | Present |
1. OHIO NATIONAL LIFE, ONE FINANCIAL WAY, CINCINNATI, OH, 5/2018 AS INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. INV REL - 1/MO - 1/TRADING. 2. Transamerica Life Insurance Company, Cedar Rapids, IA, 2/26/2024 AS INDEPENDENT INSURANCE AGENT. INV REL - 1/MO - 1/TRADING. 3. iGIVE, LLC, WINTER HAVEN, FL, CHARITABLE WEALTH COACHING, OWNER, CONSULTANT, 1/17/2025, CONSULT NON-PROFIT ORGANIZATIONS ON HOW TO IMPROVE DONOR PARTICIPATION USING CHARITABLE WEALTH STRATEGIES, NIR, 4-6/MO, 1-2/TRADING
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2009-03-03 |
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