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5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-11-21 |
| MI | RA | APPROVED | 2024-05-07 |
| MO | RA | APPROVED | 2021-08-30 |
| NY | RA | APPROVED | 2021-07-15 |
| NV | RA | APPROVED | 2021-06-25 |
| LA | RA | APPROVED | 2021-06-18 |
| FL | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2021-06-07 |
| TX | RA | APPROVED_RES | 2021-06-05 |
| CA | RA | APPROVED | 2021-06-04 |
Branch Locations
450 N. Park Rd Suite 501, Hollywood, FL 33021 • United States
5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty Company | Plantation | FL | 12/2009 | Present |
| Bankers Life Securities, Inc. | Plantation | FL | 06/2016 | Present |
| Bankers Life And Casualty | Plantation | FL | 12/2009 | Present |
| Happy Traffic | Hollywood | FL | 01/2000 | Present |
| Charles E Howell, Cpa Pa | Hollywood | FL | 01/1991 | Present |
| City Of Hollywood General Employee Pension Fund | Hollwood | FL | 01/2007 | Present |
| Exposure Realty | Hollywood | FL | 01/2005 | Present |
| Innovation Partners Llc | Charlotte | NC | 06/2021 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 06/2021 | Present |
BANKERS LIFE AND CASUALTY POSITION: INSURANCE AGENT NATURE: ALL INSURANCE PRODUCTS INVESTMENT RELATED: NO NUMBER OF HOURS: 200 INVESTMENT RELATED HOURS: 40 START DATE: 12/19/2009 ADDRESS: 150 S PINE ISLAND ROAD, SUITE 230, PLANTATION, FL 33324 DESCRIPTION: NON VARIABLE INSURANCE SALES AND SERVICE PERSONAL REAL ESTATE POSITION: LANDLORD NATURE: PERSONAL REAL ESTATE INVESTMENT RELATED: NO HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2005 ADDRESS: 150 S PINE ISLAND RD, SUITE 230, PLANTATION FL 33324 DESCRIPTION: PERSONAL REAL ESTATE CITY OF HOLLYWOOD FLORIDA POSITION: TRUSTEE NATURE: PENSION TRUSTEE INVESTMENT RELATED: NO NUMBER OF HOURS: 6 INVESTMENT RELATED HOURS: 3 START DATE: 01/01/2007 ADDRESS: 2600 HOLLYWOOD BLVD, HOLLYWOOD FL 33020 DESCRIPTION: THE CITY OF HOLLYWOOD HAS A DEFINED BENEFIT PLAN ESTABLISHED FOR ITS GENERAL EMPLOYEES. I HAVE BEEN APPOINTED BY THE CITY COMMISION AS A RESIDENT OF HOLLYWOOD TO SERVE AS A TRUSTEE ON THIS BOARD. THIS COMMUNITY SERVICE FUNCTION IS VOLUNTARY AND WITHOUT COMPENSATION. PERSONAL REAL ESTATE POSITION: LANDLORD NATURE: PERSONAL REAL ESTATE INVESTMENT RELATED: NO NUMBER OF HOURS: 3 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2005 ADDRESS: 4537 HOLLYWOOD BLVD, HOLLYWOOD FL 33021 DESCRIPTION: PERSONAL REAL ESTATE HAPPY TRAFFIC INC POSITION: OWNER NATURE: TRAFFIC EDUCATION INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2000 ADDRESS: 4537 HOLLYWOOD BLVD, HOLLYWOOD FL 33021 DESCRIPTION: TRAFFIC EDUCATION CHARLES E HOWELL CPA PA POSITION: OWNER NATURE: TAX PREPARATION AND BOOKKEEPING INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/1991 ADDRESS: 4537 HOLLYWOOD BLVD, HOLLYWOOD FL 33021 DESCRIPTION: PERFORM ACCOUNTING AND TAX PREPARATION CNO FINANCIAL INC POSITION: Unit Field Trainer NATURE: Insurance INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 12/01/2015 ADDRESS: 150 S Pine Island Rd, Plantation FL 33324 DESCRIPTION: I help mentor and assist new insurance agents in a supervisoray roll. GREAT USA PROPERTY & CASUALTY INSURANCE LLC POSITION: Insurance Agent NATURE: Licensed General Lines Property and Casualty 2-20 License and Adjuster 6-20 License. Writting business for Home, Business, and Auto insurance. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 06/18/2017 ADDRESS: 718 W Princeton Street STE B, Orlando FL 32804, United States DESCRIPTION: Licensed General Lines Property and Casualty 2-20 License and Adjuster 6-20 License. Writting business for Home, Business, and Auto insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-05-15 |
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
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