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William Jason Arnold Florence

Integrity Advisory Solutions

Dallas, TX

Bogart, GA

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Current Employers
Integrity Advisory Solutions

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

Current Registrations

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

Branch Locations

1445 Ross Ave Fl 55, Dallas, TX 75202 • United States

1351 Jennings Mill Road Suite D, Bogart, GA 30622 • 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
Summit Life Financial, Llc Athens GA 04/2023 Present
River Oak Risk Atlanta GA 08/2018 04/2023
Georgia Department Of Insurance Atlanta GA 01/2017 03/2018
Integrity Advisory Solutions Bogart GA 06/2025 Present
State Of Georgia Atlanta GA 03/2018 08/2018
Examination Resources Atlanta GA 06/2016 01/2017
  • 04/2023 → Present
    Summit Life Financial, Llc
    Athens, GA
  • 08/2018 → 04/2023
    River Oak Risk
    Atlanta, GA
  • 01/2017 → 03/2018
    Georgia Department Of Insurance
    Atlanta, GA
  • 06/2025 → Present
    Bogart, GA
  • 03/2018 → 08/2018
    State Of Georgia
    Atlanta, GA
  • 06/2016 → 01/2017
    Examination Resources
    Atlanta, GA
Other Businesses

1. Summit Life Group; investment-related; 1351 Jennings Mill Road, Suite D, Bogart, Georgia, 30622; Insurance Sales; Agent; 04/01/2023; 40 hours per month; 20 hours during securities trading hours; Assist school system employees in purchasing life insurance and annuity products 2. Summit Life Financial, LLC; investment-related; 1351 Jennings Mill Road, Suite D, Bogart, Georgia, 30622; Insurance & Investment Sales: DBA; 04/01/2023; 80 hours per month; 40 hours during securities trading hours; Provide advisory services, life insurance, and annuity products to clients 3. Topper Properties; not investment-related; 130 Telfair Place, Athens, Georgia, 30606; Real Estate Holding Company; Owner; 07/07/2006; 0 hours per month; 0 hours during securities trading hours; Owner in a family real estate company

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-04
  • S65 Uniform Investment Adviser Law Examination
    2025-04-04
Other Names
  • Jay Florence

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