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Current Employers
Integrated Financial Planning Services

Karlstr. 20, Heidelberg 69117 • Germany

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-07
  • MD RA
    APPROVED
    Since 2025-03-07

Branch Locations

Orlando, FL • United States

Karlstrasse 20, Heidelberg 69117 • GERMANY

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Loyalty Systems Orlando FL 01/2004 Present
  • 01/2004 → Present
    Integrated Loyalty Systems
    Orlando, FL
Other Businesses

Integrated Loyalty Systems, Inc. COO/CFO, 2 hrs./wk. Moondance Enterprises, LLC, managing member- rental property 1 hr./wk, Book writing, not investment related. Assisting in the writing of books with my husband related to the improvement of the experience patients have in hospitals. Plum Holdings. Not securities related. Rental property. 16 hrs./Mo. Jake Poore & Assoc. LLC. Not securities related. Book publishing. 8 hours/mo. Sales of Interests in Real Estate Syndicates. Securities related. Dedicating 40 hrs/mo.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-12-16
  • S63 Uniform Securities Agent State Law Examination
    2017-12-16
Designations

View on SEC IAPD

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