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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-27 |
| FL | RA | APPROVED | 2017-12-19 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
Tallahassee, FL • United States
1410 Piedmont Drive East, Tallahassee, FL 32308 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-12-21 |
Branch Locations
1410 Piedmont Drive, Tallahassee, FL 32301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Tallahassee | FL | 04/2016 | 11/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Tallahassee | FL | 11/2016 | Present |
| Big Bend Hospice | Tallahassee | FL | 01/2013 | Present |
| League Of Women Voters- Tallahassee Chapter | Tallahassee | FL | 02/2017 | Present |
| Zonta Tallahassee | Tallahassee | FL | 06/2017 | Present |
| League Of Women Voters-Tallahassee Chapter | Tallahassee | FL | 07/2017 | Present |
| Lincoln Investment | Fort Washigton | PA | 12/2017 | Present |
| Capital Analyst | Tallahassee | FL | 12/2017 | Present |
| League Of Women Voters | Tallahassee | FL | 10/2017 | Present |
| Toastmasters | Tallahassee | FL | 10/2017 | Present |
| Business Networking International (Bni) | Tallahassee | FL | 10/2017 | Present |
TALLAHASSEE LEAGUE OF WOMEN VOTERS POSITION: Elected Board Member NATURE: Education and Advocacy INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2017 ADDRESS: 2507 Callaway Rd Ste 102A, Tallahassee FL 32302, United States DESCRIPTION: Attend board meetings THE GABOR AGENCY, INC. POSITION: Agent NATURE: Insurance Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 12/18/2017 ADDRESS: 1410 Piedmont Dr. E., Tallahassee FL 32308, United States DESCRIPTION: Provide insurance & retirement options to Florida college and university employees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-11 |
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