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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-29 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
2011 North Roan St The Mall Johnson City Suite G3A, Johnson City, TN 37601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kapco Reconditioning | Elizabethton | TN | 06/2002 | 06/2018 |
| U.S. Army National Guard | Elizabethton | TN | 01/1988 | 12/2020 |
| Allstate Insurance Co | Bristol | TN | 09/2016 | 10/2017 |
| American Portfolios Financial Services, Inc. | Holbrook | NY | 10/2017 | 10/2024 |
| Osaic Wealth, Inc. | Scottsdale | AZ | 10/2024 | 10/2025 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 10/2025 | Present |
1. SENIOR FINANCIAL GROUP, START DATE: 12/01/2023, Selling Medicare advantageand Medicare Supplements, Non-investment related, 1-10% time spent on activity during non-securities hrs., START DATE: 12/01/2023 ADDRESS: 2011 North Roan St., Suite G3A, Johnson City TN 37601, United States.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-23 |
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