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27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-04-01 |
Branch Locations
27499 Riverview Center Blvd Suite 406, Bonita Springs, FL 34134 • United States
Heath, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Portfolio Medics, Llc | Worthington | OH | 02/2008 | Present |
| Heath Christian Union Church | Heath | OH | 01/1998 | Present |
| Jaser Llc | Heath | OH | 02/2010 | Present |
| Gleaner Life Insurance Society | Heath | OH | 01/2012 | Present |
JASER LLC - NON INVESTMENT RELATED, 905 ETHEL AVE HEATH, OH 43056, MARKETING & SALES OF "THE PRIVATE VAULT" AN ONLINE DOCUMENT STORAGE PROVIDER AND OFFERS IMMEDIATE LEGACY & ASSURED LEGACY USING LIFE INS. AND FIXED ANNUITIES TO PROVIDE FINANCIAL GIFTS TO NON-PROFITS FROM HIGH NET WORTH INDIVIDUALS, OWNER, 02/2011, HRS/MONTH LESS THAN 20, HRS/MONTH(TRADING) LESS THAN 20. THE MARKETING & SALES OF "THE PRIVATE VAULT" & IMMEDIATE LEGACY & ASSURED LEGACY. GLEANER LIFE INSURANCE SOCIETY, SELF-EMPLOYED, SELLS LIFE, HEALTH AND FIXED ANNUITIES, HRS/MONTH LESS THAN 20, HRS/MONTH (TRADING) LESS THAN 20. HEATH CHRISTIAN UNION CHURCH, NON INVESTMENT-RELATED, HEATH OH, CHURCH PASTOR, 01/1998 HEATH CITY SCHOOL DISTRICT, NON INVESTMENT-RELATED, HEATH OH, HEATH CITY SCHOOLS, SUBSTITUTE TEACHER, 08/2016, 50 HRS/MONTH AS NEEDED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-31 |
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