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33335 Grand River, Farmington, MI 48336 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-05 |
Branch Locations
Jacksonville, FL • United States
33335 Grand River, Farmington, MI 48336 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Jacksonville | FL | 01/2025 | 01/2025 |
| Legacy Engineering, Inc | Jacksonville | FL | 05/2023 | 09/2024 |
| Southpoint Community Church | Jacksonville | FL | 09/2021 | 06/2023 |
| University Of North Florida | Jacksonville | FL | 01/2021 | 09/2021 |
| Fullsource | Jacksonville | FL | 06/2020 | 01/2021 |
| University Of North Florida | Jacksonville | FL | 09/2017 | 04/2020 |
| Florida State College Of Jacksonville | Jacksonville | FL | 06/2015 | 09/2017 |
| Orchard Kingdom | Jacksonville | FL | 06/2023 | 01/2025 |
| Florida State College Of Jacksonville | Jacksonville | FL | 09/2016 | 05/2017 |
| Valuteachers Inc. | Ponte Vedra | FL | 03/2025 | Present |
| Asset Allocation Strategies | Farmington | MI | 07/2025 | Present |
VALUTEACHERS | INVESTMENT-RELATED |PONTE VEDRA, FL| NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES | POSITION: INSURANCE AGENT, INDEPENDENT CONTRACTOR | START DATE: MARCH 2025 | APX. 160 HRS/MONTH (150 DURING TRADING HOURS) | DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-03 |
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