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101 Normandy Road, Casselberry, FL 32707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-03-14 |
Branch Locations
9952 Gandy Blvd. North, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc | Largo | FL | 03/2007 | 10/2016 |
| Primerica Finanical Services | Largo | FL | 08/2006 | 10/2016 |
| Marathon Marketing | Seminole | FL | 06/2016 | 07/2019 |
| Mangrove Financial Group, Llc | St. Petersburg | FL | 10/2016 | Present |
1) SEND OUT CARDS - 5533 Hammerfest Dr., S. Jordan, UT - Started 10/15/2010 - Independent representative rep. - Network marketing - non-investment related - 2 hrs. per month, 0 hrs. during trading. 2) LEGAL SHIELD - 1 Pre-Paid Way, Ada, OK 74820 - Independent agent - 3/2018 - Offer legal & identity theft plans on a subscription basis - Started 3/15/2018 - non-investment related - 2 hrs. per month, 0 hrs. during trading 3) CLARO INSURANCE, LLC (AKA A to Z INSURANCE) - 5201 Blue Lagoon Dr., Miami, FL 33126 Started -3/2/2021- Referral Partner /ACA Health Insurance - non-investment related - 5 hrs. per month, 0 hrs. during trading 4) ETHOS LIFE - 75 Hawthorne St., San Francisco, CA 94105 - Independent Rep, selling life insurance - Started 1/15/2022 - non-investment related - 2 hrs. per month, 0 hrs. during trading 5) ASSOCIATION FOR ENTREPRENEURS USA - 16427 N. Scottsdale Rd., Scottsdale, AZ 85254 -Independent Rep, sale of dental insurance - Started 1/1/2022 - non-investment related - 1 hr. per month, 0 hrs. during trading 6) DEDICATED SENIOR MEDICAL CENTER - 855 S. Highland Ave, Clearwater, FL - Started 12/15/21 - Referral Partner/Survey Taker - non-investment related - 1 hr. per month, 0 hrs. during trading 7) SENTINEL SECURITY LIFE - 2536 Countryside Blvd., Suite 501, Clearwater, FL 33763 - Started 4-1-2023 - Independent insurance rep - Sale of final expense life insurance, and Medicare supplements - non-investment related - 2 hrs. per month, 0 hrs. during trading 8) ACCESS REVERSE MORTGAGE CORP. - 7411 114th Ave., Largo, FL 33773 - Independent Rep - Sale of Mortgages/customer service of existing mortgages - Started 7-10-23 -non-investment related - 32 hrs. per month - 0 during trading hrs. 9) DAVID ALLEN CAPITAL - 651 SW Watson St., Fort White, FL 32038 - Solicit business owners to see if they need loans to grow their business. help business owners save money with their credit card/merchant processing. Help business owners with a healthcare plan. - Stated 01-30-2026 - non-investment related - 4 hrs per month - 0 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-27 |
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