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11031 Us-301 N, Oxford, FL 34484 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-09 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Usaa Financial Advisors, Inc | Tampa | FL | 08/2012 | 04/2017 |
| Usaa Financial Planning Services | Tampa | FL | 08/2012 | 04/2017 |
| American Senior Benefits | Tampa | FL | 07/2020 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 09/2020 | 05/2024 |
| Unemployed | Tampa | FL | 04/2017 | 10/2018 |
| Spectrum | Tampa | FL | 10/2018 | 09/2019 |
| Hp One | Tampa | FL | 09/2019 | 03/2020 |
| Leading Response | Tampa | FL | 03/2020 | 03/2020 |
| Unemployed | Tampa | FL | 03/2020 | 07/2020 |
| Capstonewealth | Oxford | FL | 05/2024 | Present |
1. American Senior Benefits | Investment related | 510 CO RD 466 Suite 103A The Villages FL 32159 | Insurance Agent | Medicare, Life, and annuity | Sales | 7/10/2020 | 120 hours a month | 36 hours during security trading hours / per week | Selling life insurance, Medicare, and annuities. Working with clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-12 |
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