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4109 Little Rd Ste 101, Trinity, FL 34655 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-01 |
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 |
|---|---|---|---|---|
| Lpl Financial | Trinity | FL | 12/2012 | 01/2019 |
| Pelorus Financial, Llc | Trinity | FL | 10/2018 | Present |
| Independent Financial Partners | Tampa | FL | 12/2012 | 01/2019 |
VALID & CURRENT BUT DORMANT INSURANCE LICENSE: FL 2-15 RESIDENT HEALTH & LIFE (INCL ANNUITIES & VARIABLE CONTRACTS). 0 HR/MONTH COMMITTED TO THIS WORK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-12 |
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