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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-28 |
| NC | RA | APPROVED | 2024-02-23 |
| MA | RA | APPROVED | 2023-07-26 |
| TX | RA | APPROVED_RES | 2019-07-31 |
Branch Locations
8200 Bryan Dairy Road Suite 300, Largo, FL 33777 • United States
817 Washington Street Suite 301, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fixed Insurance Sales | Clearwater | FL | 03/2015 | Present |
| Premier Financial Advisors Llc | Clearwater | FL | 06/2015 | Present |
| Gfa Financial Group, Llc | Clearwater | FL | 02/2016 | Present |
| Signator Investors, Inc. | Clearwater | FL | 05/2016 | 11/2018 |
| Osaic Wealth, Inc. | Tampa | FL | 11/2018 | Present |
1) FIXED INSURANCE SALES; YES, INVESTMENT RELATED; 5601 MARINER, SUITE 475, TAMPA, FL 33609; FIXED AND VARIABLE INSURANCE, LTC, DISABILITY, HEALTH INSURANCE; INSURANGE AGENT; 3/2015; 20 HRS/MONTH; 1 HR/MONTH; FIXED AND VARIABLE INSURANCE, LTC, DISABILITY, HEALTH INSURANCE 2) GFA FINANCIAL GROUP, LLC; 02/08/2016; YES INV RELATED; SALES; 13770 58TH ST N, SUITE 318, CLEARWATER, FL 33760; SALES; 40 HRS/MO; 3 TRADING; INVESTMENT ADVICE. 3) GFA FINANCIAL GROUP POSITION: Registered Representative/Investment Adviser Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 50 START DATE: 10/24/2018 ADDRESS: 5601 MARINER ST, SUITE 475, TAMPA FL 33609, United States DESCRIPTION: Sales/marketing of securities, investment advisory and insurance products 4) PREMIER FINANCIAL ADVISORS, LLC - FIXED INSURANCE POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/01/2015 ADDRESS: 5601 MARINER ST, SUITE 475, Tampa FL 33609, United States DESCRIPTION: SALES/MARKETING OF FIXED ANNUITIES AND NON-VARIABLE INSURANCE
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-03 |
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