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428 S Tamiami Trail, Osprey, FL 34229 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kjohn Inc. | Ormond Beach | FL | 12/2011 | Present |
| Foresters Equity Services, Inc. | San Diego | CA | 07/2015 | 10/2018 |
| Lifemark Securities Corp. | Rochester | NY | 10/2018 | Present |
| Independent Insurance Agent | Ormond Beach | FL | 12/2011 | Present |
1. Kevin J Hackett CPA/ Not investment related/8 Dove Tail CT, Ormond Beach FL 32174/Tax and accounting services/Owner,Operator /Start 12/2011/20 hours per month. 2. JP Finanical Wealth/Investment related/8 Dove Tail CT, Ormond Beach FL 32174/Advise clients and provide insurance if appropriate/Insurance sales/1/2021/5hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
| S65 | Uniform Investment Adviser Law Examination | 2015-02-14 |
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