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Jacksonville, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-23 |
| FL | RA | APPROVED | 2026-06-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Co | Jacksonville | FL | 09/2019 | 01/2021 |
| Nylife Securities Llc | Jacksonville | FL | 01/2020 | 01/2021 |
| Ruby Tuesday | Jacksonville | FL | 01/2018 | 10/2019 |
| Unemployed | Jacksonville | FL | 10/2017 | 01/2018 |
| Omni Hotels/Trt Holdings | Atlanta | GA | 11/2018 | 01/2019 |
| Unemployed | Charlotte | NC | 05/2017 | 09/2017 |
| 48 South Hospitality Group | Charlotte | NC | 09/2017 | 10/2017 |
| Hickory Tavern | Charlotte | NC | 02/2016 | 05/2017 |
| National Life Group Dba Gravity Financial | Jacksonville | FL | 03/2023 | Present |
| Equity Services, Inc. | Montpelier | VT | 02/2023 | 06/2026 |
| R. Cooper Investments | Jacksonville | FL | 08/2024 | Present |
| National Life Group | Jacksonville | FL | 02/2021 | 10/2023 |
1) NATIONAL LIFE GROUP DBA GRAVITY FINANCIAL; INVESTMENT RELATED; JACKSONVILLE, FL; INSURANCE AGENCY; INSURANCE PRODUCER; 03/2023; APPROX. 12 HOURS PER MONTH DURING TRADING HOURS; INSURANCE PRODUCTION ACTIVITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-06 |
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