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111 N. Orange Avenue Suite 775, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-05 |
| SC | RA | APPROVED | 2023-07-05 |
| TX | RA | APPROVED | 2023-06-28 |
Branch Locations
111 N. Orange Avenue Suite 775, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pearl Insurance | Peoria Heights | IL | 05/2016 | 06/2019 |
| Arthur J. Gallagher | Parsippany | NJ | 06/2019 | 05/2022 |
| Rogy Financial Planning, Llc | West Melbourne | FL | 01/2021 | 04/2022 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 05/2022 | 06/2023 |
| Ignite Financial Planning, Llc | Seattle | WA | 01/2022 | 05/2022 |
| Oxford Wealth Group | Orlando | FL | 06/2023 | Present |
1) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 6/2023 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-11 |
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