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101 Normandy Road, Casselberry, FL 32707 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-01-07 |
| MN | RA | APPROVED | 2023-08-21 |
| CA | RA | APPROVED | 2023-08-18 |
Branch Locations
101 Normandy Road, Casselberry, FL 32707 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Center Unified | Antelope | CA | 08/2004 | 05/2021 |
| High Street Bible Church ( Formerly Elevation Church) | Auburn | CA | 08/2013 | Present |
| Hbw Advisory Services | Simi Valley | CA | 06/2015 | 08/2021 |
| Hbw Partners | Simi Valley | CA | 10/2014 | 08/2021 |
| Heritage Living Trusts | Scotts Valley | CA | 08/2016 | 08/2023 |
| Independent Insurance Agent | Auburn | CA | 08/2016 | Present |
| John Adams Academy | Lincoln | CA | 07/2021 | Present |
| Integrity Investors, Llc | St. Louis | MO | 02/2023 | 08/2023 |
| Mark Minnella, Inc. | St. Louis | MO | 02/2023 | 08/2023 |
| Creative Financial Designs, Inc. | Kokomo | IN | 11/2021 | 08/2022 |
| G.A. Repple & Company | Casselberry | FL | 08/2023 | Present |
1.) Elevation Church, Non-investment related, Auburn, CA, Ministries Director, (08/2013), 24 hrs./month, Oversee Children's Sunday School Ministries. 2.) Life & Health Ins., Investments Related, Auburn, CA, (08/2016), Market insurance products, Insurance Representative, 4-6 hrs./month, Market life insurance products to clients as an independent representative. 3.) John Adams Academy, Non investment-related, Lincoln, CA, (07/2021), Teach Spanish, Bible, and Choir. Teacher, 168hrs./month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-09 |
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