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18572 N. Dale Mabry Hwy, Lutz, FL 33548 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2016-05-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfg Private Wealth Management, Llc | Lutz | FL | 05/2016 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 05/2016 | 05/2017 |
Independent Insurance Agent, Sole Proprietor, Start: 12/12/07, 18572 N. Dale Mabry Hwy. Lutz, FL 33548, Insurance Agency/Agent, 8 hours per month, <1 hour per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-23 |
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