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2725 Colonial Ave, Erie, PA 16505 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith, Incorporated | Sarasota | FL | 05/2016 | 02/2021 |
| Bank Of America, N.A. | Sarasota | FL | 10/2016 | 02/2021 |
| Elite Life Management, Llc | Sarasota | FL | 02/2021 | Present |
1) Licensed insurance professional; Same address; less than 5% of business time. 2) TEN14 Enterprises LLC. Not Investment Related. 200 13th Ave W, Palmetto, FL 34221. Athletic Training Facility. Silent Partner. 01/2025. 0hrs/month. 3) NAME OF OUTSIDE BUSINESS ORGANIZATION: - AUTHOR INVESTMENT RELATED: N ADDRESS OF BUSINESS: ELLENTON, FLORIDA 34222 NATURE OF BUSINESS: OTHER, PERSONAL AUTHOR POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 40956 NUMBER OF HOURS DEVOTED: 0 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PUBLISHED AUTHOR OF PERSONAL BOOK ABOUT TRAVEL
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-08 |
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