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Peachtree City, GA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-08 |
Branch Locations
Inlet Beach, FL • United States
Peachtree City, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unitedhealthcare | Minnetonka | MN | 05/2016 | Present |
| Qm Advisors Llc | Destin | FL | 01/2019 | Present |
| Kimberly Bauman, P.A. | Destin | FL | 07/2017 | Present |
| Capital Research Advisors | Suwanee | GA | 10/2015 | 03/2017 |
UnitedHealthcare; Manager, Business Analyst; Start date: 12016-05-23; Healthcare Insurance Provider; 9700 Health Care Ln, Minnetonka, MN 55343; Provide business reporting and analysis for UnitedHealthcare Clinical Services; Hours devoted to business during trading hours: 30; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 90; This employee activity was allowed on 07/11/2019 by DARREN RUSSELL HEIL. Kimberly Bauman, P.A.; Real Estate Administrator, VP, S, T; Start date: 2017-07-17; Professional real estate corporation; 23 Durango Rd 7C, Destin, FL 32541; Managing back office systems and finances; Hours devoted to business during trading hours: 0; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25; This employee activity was allowed on 07/11/2019 by DARREN RUSSELL HEIL.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-10 |
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