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15 W 38Th St. #704, New York, NY 10018 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-02 |
Branch Locations
15 W 38Th St. #704, New York, NY 10018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 11/2015 | 03/2018 |
| Regions Bank | Lake Mary | FL | 04/2018 | 11/2019 |
| Cetera Investment Advisers Llc | Lake Mary | FL | 10/2018 | 11/2019 |
| Cetera Investment Services Llc | St. Cloud | MN | 10/2018 | 11/2019 |
| Pfs Investments Inc. | Orlando | FL | 02/2020 | 01/2024 |
| Primerica Financial Services | Orlando | FL | 12/2019 | 01/2024 |
| Stirlingshire Investments | Nyc | NY | 01/2024 | Present |
1.RetireOne - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 2 Hrs/Month during trading DESCRIPTION: Sell Variable And Fee Based Annuities 2.Highland Capital - Position: Variable Annuities Rep Investment Related: YES NUMBER OF HOURS: 2 Hrs/Month during trading DESCRIPTION: Life Insurance and Fixed Annuities sales 3. Ascensus LLC - Small Business 401k Consulting. Investment Related: YES Number of Hours 2/Month during Trading DESCRIPTION: Help current and future STIRLINGSHIRE clients utilize qualified retirement plans that are attached to their business(es). 401(k) and Solo(k) accounts offer higher contribution limits, Roth accounts that aren't subject to income restrictions, profit and loss, matching, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-04 |
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