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Inactive

Andrew Russell Hicks

Occidental Asset Management, LLC

Altamonte Springs, FL

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Current Employers
Occidental Asset Management, Llc

301 California Drive #9, Burlingame, CA 94010 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-11
  • FL RA
    APPROVED
    Since 2026-02-11

Branch Locations

220 E Central Pkwy Ste 3045, Altamonte Springs, FL 32701 • United States

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
New York Life Insurance Company Maitland FL 03/2025 Present
Nylife Securities Llc Maitland FL 03/2025 Present
Boon Legal Llc Nashville TN 02/2022 01/2025
Belmont College Of Law Nashville TN 01/2022 05/2024
Belmont College Of Law Nashville TN 08/2021 05/2024
University Of Tennessee - Knoxville Knoxville TN 08/2018 08/2021
Olentangy Liberty High School Powell OH 08/2013 08/2018
Unemployed Nashville TN 01/2025 03/2025
Cardinal Health Knoxville TN 08/2018 05/2020
University Of Tennessee - Knoxville Knoxville TN 12/2020 06/2021
Municipal Technical Advisory Service Knoxville TN 01/2019 12/2020
Occidental Asset Management, Llc Altamonte Springs FL 06/2025 Present
  • 03/2025 → Present
    New York Life Insurance Company
    Maitland, FL
  • 03/2025 → Present
    Nylife Securities Llc
    Maitland, FL
  • 02/2022 → 01/2025
    Boon Legal Llc
    Nashville, TN
  • 01/2022 → 05/2024
    Belmont College Of Law
    Nashville, TN
  • 08/2021 → 05/2024
    Belmont College Of Law
    Nashville, TN
  • 08/2018 → 08/2021
    University Of Tennessee - Knoxville
    Knoxville, TN
  • 08/2013 → 08/2018
    Olentangy Liberty High School
    Powell, OH
  • 01/2025 → 03/2025
    Unemployed
    Nashville, TN
  • 08/2018 → 05/2020
    Cardinal Health
    Knoxville, TN
  • 12/2020 → 06/2021
    University Of Tennessee - Knoxville
    Knoxville, TN
  • 01/2019 → 12/2020
    Municipal Technical Advisory Service
    Knoxville, TN
  • 06/2025 → Present
    Occidental Asset Management, Llc
    Altamonte Springs, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-31
  • S65 Uniform Investment Adviser Law Examination
    2026-01-31

View on SEC IAPD

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Other Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
AMERITAS ADVISORY SERVICES, LLC · Altamonte Springs, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
401K GENERATION · ALTAMONTE SPRINGS,, FL
CETERA INVESTMENT ADVISERS LLC · ALTAMONTE SPRINGS, FL
PFS INVESTMENTS INC. · ALTAMONTE SPRINGS, FL

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