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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-20 |
| FL | RA | APPROVED | 2023-07-27 |
Branch Locations
10199 Southside Blvd, Jacksonville, FL 32256 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 07/2020 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 07/2020 | 08/2023 |
| Capital Financial Strategies Inc | Jacksonville | FL | 07/2020 | Present |
| Clay County District Schools | Green Cove Springs | FL | 08/2014 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
COMPASS GROUP INSURANCE POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2012 ADDRESS: 2369 Sand Run Dr, Middleburg FL 32068, United States DESCRIPTION: Independent health and life insurance agent. Represent Humana and United Healthcare's Medicare advantage plans, pdp's, and supplements. CAPITAL FINANCIAL STRATEGIES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/01/2020 ADDRESS: 10199 Southside Blvd, #200, Jacksonville FL 32256, United States DESCRIPTION: Fixed insurance.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-04-01 |
| S65 | Uniform Investment Adviser Law Examination | 2021-03-11 |
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