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Two Liberty Place 50 South 16Th Street, Suite 3700, Philadelphia, PA 19102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-07-08 |
| FL | RA | APPROVED | 2012-01-06 |
Branch Locations
8081 Philips Highway Suite 22, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| World Financial Group, Inc. | Jacksonville | FL | 06/2006 | Present |
| Allstate Workplace Division | Jacksonville | FL | 08/2011 | Present |
| Benefit Communications Inc | Nashville | TN | 09/2011 | Present |
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 01/2012 | Present |
| Client First | Jacksonville | FL | 09/2012 | Present |
| Wellcare | Tampa | FL | 09/2012 | Present |
| United Amerincan Insurance Company | Jacksonville | FL | 09/2012 | Present |
| United Health Care Medicare Solutions | Hot Springs | AZ | 09/2012 | Present |
| Aetna | Pittsburgh | PA | 10/2012 | Present |
| Northgate Arinso | Jacksonville | FL | 02/2014 | 01/2020 |
| Debtmerica | Santa Ana | CA | 11/2018 | 03/2022 |
| College Loan Freedom | Henderson | NV | 11/2018 | Present |
| Netlaw Inc. | Louisville | KY | 03/2019 | Present |
| Alight | Jacksonville | FL | 01/2020 | Present |
| Rental Property | Jacksonville | FL | 05/2021 | 11/2021 |
| Alight - New Name Strada | Doral | FL | 07/2024 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. CLIENT FIRST, 11477 CYPRESS BEND COURT JACKSONVILLE FL 32223, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, WILL DISCUSS MEDICARE AND MEDICAID TO PEOPLE, 10 HRS/ WEEK WELL CARE, 8735 HENDERSON RD TAMPA FL 33634, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, DISCUSSING MEDICARE, 10 HRS/WEEK UNITED AMERICANS INSURANCE COMPANY, 6621 SOUTHPOINT DRIVE NORTH JACKSONVILLE FL 32216, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, DISCUSS MEDICARE, 10 HRS/WEEK UNITED HEALTH CARE MEDICARE SOLUTIONS, PO BOX 29675 HOT SPRIINGS AZ 71903, START DATE 09-2012, NOT INVESTMENT RELATED, INDEPENDENT CONTRACTOR, DISCUSS MEDICARE, 10 HRS/MNTH AETNA, FOSTER PLAZA, BUILDING #8 PITTSBURGH PA 15220, 09/30/2012, NON-INVESTMENT RELATED, INDEPENDENT CONTRACTOR, 40 HOURS PER MONTH College Loan Freedom / 1118-Present/ Investment Related: No / 129 W Lake Mead Pkwy #19 Henderson, NV 89015 / Referral Rep/Student Loans/ Hrs Work Monthly: 2 / Sec Trading Hrs: 0 /Referral Rep Benefit Communication / 0911-present/ Investment Related: No/ 2126 21st. Avenue South Nashville, TN 37212/ Enrollment Specialist/ / Hrs Work Monthly: 40/ Sec Trading Hrs:0 / Enrollments with current insures of major compaines of medical supplements. An employee comes to me ask about medical supplement to health insurance, I will explain it to them and handle their enrollment. Allstate Workplace Division/ 0811-Present/ Investment Related: No/1776 AHL Drive Jacksonville, FL 32224/Enrollment Specialist/ Enrollments with current insures of major compaines in Jacksonville of medical supplements. An employee comes to me ask about medical supplement to health insurance, I will explain it to them and handle their enrollment./ Hrs Work Monthly: 40 / Sec Trading Hrs: 0/ An employee comes to me ask about a medical supplement to health insurance, I will explain it to them and handle their enrollment. Netlaw,Inc./0319-Present / Investment Related: No/12910 Shelbyville Road, suite 124 Louisville, KY 40243 / Independent Agent/ sales / Hrs Work Monthly: 4 / Sec Trading Hrs: 0/ Sales if there is a need ALIGHT - NEW NAME STRADA POSITION: HRFS Consultant (Project Manager) NATURE: Payroll Services INVESTMENT RELATED: No NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 07/15/2024 ADDRESS: 8400 N.W. 36th Street, #140, Doral FL 33166, United States DESCRIPTION: EVALUATES HIGH RISK ESCALATIONS, MANAGES COMMUNICATIONS TO CLIENT CONTACTS,
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2010-06-07 |
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