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317 State Street, Guthrie Center, IA 50115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-28 |
Branch Locations
3539 Sw Corporate Parkway, Palm City, FL 34990 • United States
317 State Street, Guthrie Center, IA 50115 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aegis Wealth Management | Guthrie Center | IA | 07/2021 | Present |
| Palm City Physical Therapy, Inc. | Palm City | FL | 10/2010 | 03/2020 |
| Osprey Retirement Solutions | Palm City | FL | 01/2015 | Present |
1.) Osprey Retirement, investment related, 705 SW Wisper Bay Dr., Palm City, FL 34990, Life Insurance, Annuities, Retirement Planning. duties: clerical/admin. starting 01/2015, PRN hrs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-20 |
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