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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
New Smyrna Beach, FL • United States
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| No Longer Fatherless | Port Orange | FL | 10/2023 | 09/2024 |
| Tidytask Llc | Daytona Beach | FL | 02/2023 | 11/2025 |
| Adventhealth Fish Memorial | Orange City | FL | 10/2021 | 02/2023 |
| Adventhealth Centra Care | Maitland | FL | 06/2019 | 10/2021 |
| Adventhealth Orlando | Orlando | FL | 08/2016 | 06/2019 |
| Joseph Garrisi | Sarasota | FL | 10/2024 | 11/2024 |
| Grit Insurance Services, Llc | Sarasota | FL | 11/2024 | Present |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 12/2024 | 05/2026 |
| The Dad Edge | Fallon | MO | 12/2024 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 12/2024 | 05/2026 |
| Northwestern Mutual Investment Services, Llc | Sarasota | FL | 10/2024 | 05/2026 |
| Inspire Advisors, Llc | Meridian | ID | 06/2026 | Present |
1. 6/2026 Independent Licensed insurance agent; investment related; New Smyrna Beach, FL; Life, Long-term Care, and Long-term Disability insurance. 2. 2/2024 The Dad Edge; Personal Development / Coaching / Digital Media; Call Team Captain; Non Investment Related; 7827 Town Square Ave., Fallon, MI; 0-5 Hours/month & during trading hours; group facilitator for an online membership community, leading virtual small-group discussions, encouraging participation, and providing peer accountability and support related to personal development topics. 3. 11/2024 Grit Insurance Services, LLC; Entity Advisor; Insurance Agency; 2601 Cattlemen Rd, Suite 200 Sarasota, FL 34232; Investment Related; 20 Hours/Month; 20 Hours/During trading hours; Providing insurance analysis and recommendations, and executing transactions as an agent to sell insurance to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-08 |
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