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2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-08 |
Branch Locations
1725 Cap Cir Ne Ste 201, Tallahassee, FL 32308 • United States
2400 East Commercial Boulevard Suite 706, Fort Lauderdale, FL 33308 • 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 |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Tallahassee | FL | 06/2004 | 03/2024 |
| Massmutual Life Insurance Co. | Tampa | FL | 10/2024 | Present |
| Mml Investors Services Llc | Tampa | FL | 11/2024 | 12/2024 |
| Unemployed | Tallahassee | FL | 07/2024 | 10/2024 |
| Northwestern Mutual Investment Services Llc | Tallahassee | FL | 07/2024 | 07/2024 |
| Unemployeed | Tallahassee | FL | 03/2024 | 07/2024 |
| Fortune Financial Services | Monaca | PA | 04/2025 | Present |
| Prosperity Wealth Management, Inc. | San Ramon | CA | 03/2025 | Present |
1)Name: Synergy Medical Services LLC, Inv Rel: Y Addr: 115 Beverly Parkway Pensacola FL 32503, Nature: Home Health Care Position: Owner, Start: 4/1/2024, No Hr/Mo: 9 No Hr/Mo Dur Trading: 0 Duties: Oversee all activity within organization. Consult with leadership concerning budget and marketing 2) insurance sales thru Divergent Advisors - start date: June 2025 - 10 - 20 hrs during trading hrs 3) IAR thru Prosperity Wealth Management - start date 2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-04 |
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