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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-07 |
| FL | RA | APPROVED | 2024-03-19 |
Branch Locations
1575 Indian River Blvd, Suite C240, Vero Beach, FL 32960 • United States
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • 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 |
|---|---|---|---|---|
| Collins Brown Barkett | Vero Beach | FL | 10/2011 | 01/2021 |
| Ubs Financial Services Inc. | Vero Beach | FL | 01/2020 | Present |
| Advisory Services Network, Llc | Vero Beach | FL | 03/2024 | Present |
1) NAME OF OTHER BUSINESS: Bruce Estate Law / INVESTMENT RELATED: No / NATURE OF THE BUSINESS: Law Firm / POSITION: Managing Partner, Attorney / DUTIES: estate planning, probate and related areas / START DATE: 02/2024 / HOURS DEVOTED TO BUSINESS: estimate 30 hours per month, 15 hour during trading hours. 2) NAME OF OTHER BUSINESS: NLB Insurance, LLC / INVESTMENT RELATED: No / NATURE OF THE BUSINESS: Insurance sales. / POSITION: Insurance Agent/ DUTIES: Sale of insurance products/ START DATE: 02/2024 / HOURS DEVOTED TO BUSINESS: 2 hours per month, 1 hour during trading hours. 3) NAME OF OTHER BUSINESS: Ballet Vero Beach / INVESTMENT RELATED: No / NATURE OF THE BUSINESS: promote the art of dance. / POSITION: Member of Board of Directors/ DUTIES: Attend board meetings, assist and guide the President and Creative Director / START DATE: 01/2022 / HOURS DEVOTED TO BUSINESS: 2 hours per month, 1 hour during trading hours. 4) NAME OF OTHER BUSINESS: Literacy Services of Indian River County, Inc. / INVESTMENT RELATED: No /NATURE OF THE BUSINESS: non-profit working to alleviate adult illiteracy. / POSITION: Member of Board of Directors/ DUTIES: Attend board meetings, help raise money and awareness / START DATE: 06/2021 / HOURS DEVOTED TO BUSINESS: 3 hours per month, 1 hour during trading hours. 5) NAME OF OTHER BUSINESS: Moorings Educational Foundation, Inc / INVESTMENT RELATED: No /NATURE OF THE BUSINESS: educational charity. / POSITION: Vice President & Member of Board of Directors/ DUTIES: Attend board meetings, review and award grant applications. / START DATE: 06/2021 / HOURS DEVOTED TO BUSINESS: 3 hours per month, 1 hour during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-04 |
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