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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-10 |
| FL | RA | APPROVED | 2023-07-11 |
Branch Locations
10199 Southside Blvd Building One Suite 200, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | Jacksonville | FL | 12/2015 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 12/2015 | 08/2023 |
| Capital Financial Strategies | Jacksonville | FL | 12/2015 | Present |
| Oakleaf High School | Orange Park | FL | 08/2012 | 11/2021 |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
(1) CAPITAL FINANCIAL STRATEGIES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 09/01/2017 ADDRESS: , Jacksonville FL , United States DESCRIPTION: Agent/Broker (2) COLONIAL LIFE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2017 ADDRESS: , Columbia SC , United States DESCRIPTION: Agent/Broker (3) PRINCIPAL EMPLOYEE BENEFITS POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: , Des Moines IA , United States DESCRIPTION: Agent/Broker (4) UNITED HEALTH CARE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2018 ADDRESS: , Jacksonville FL , United States DESCRIPTION: Agent/Broker (5) NAME OF OTHER BUSINESS: CLAY COUNTY SCHOOL BOARD; INVESTMENT RELATED: NO ; ADDRESS: 2233 VILLAGE SQUARE PKWY FLEMING ISLAND, FL 32003; NATURE OF BUSINESS: SPORTS COACH; START DATE: 08/2024; POSITION/TITLE/RELATIONSHIP: VOLUNTEER FOOTBALL COACH; APX NUMBER OF HOURS PER WEEK: 15; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: TEACHING FOOTBALL AND LIFE SKILLS TO STUDENT ATHLETES;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-05-18 |
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