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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-02 |
| NC | RA | APPROVED | 2024-01-10 |
| FL | RA | APPROVED | 2021-08-31 |
Branch Locations
1700 Summit Lake Drive Suite 200, Tallahassee, FL 32317 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Tallahassee | FL | 01/2021 | Present |
| Maureen O'nEal Insurance, Inc. | Tallahassee | FL | 10/2019 | 10/2020 |
| Unemployed - Cancer Treatment | Tallahassee | FL | 01/2019 | 10/2019 |
| Shannon Rollings Real Estate, Llc | North Augusta | SC | 06/2015 | 12/2018 |
| Park Avenue Securities | Tallahassee | FL | 04/2021 | Present |
1) Durable Power of Attorney-wife, Start date: 09/10/2019, Address: 3338 Dry Creek Dr Tallahassee, FL 32309, 0 total hours per month, Investment related, No annual compensation, 2) Insurance Agent-Ash Brokerage, Start date: 11/28/2024, Address: 1700 Summit Lake Dr. Suite 200 Tallahassee, FL 32317, 1 total hour per month; 1 during securities trading hours, Investment related, <10% annual compensation,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-27 |
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