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Delray Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-01 |
Branch Locations
Delray Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Health Compass Consulting | Orlando | FL | 08/2022 | Present |
| Darden Inc. | Orlando | FL | 10/2012 | 12/2021 |
| Unemployed | Orlando | FL | 01/2022 | 07/2022 |
Health Compass Consulting Not Investment Related 618 E South St STE 500, Orlando, FL 32801 Employee Benefits Consulting & Management VP Employee Benefits Start date 8/2022 thru present 160 hrs per month Lead the end-to-end service delivery for employee benefits clients, with a primary focus on onboarding, strategic planning, and vendor oversight. Maurice Clarke, Insurance Advisor Not Investment Related 3162 Touraine Ave, Orlando, FL 32812 Agent, Insurance Advisor Start date 7/22 thru Present 32hrs per month Meet with individuals to discuss life insurance coverage and protection. Provide solutions using fixed life insurance products Maurice Clarke, Insurance Advisor Not Investment Related 3162 Touraine Ave, Orlando, FL 32812 Agent, Insurance Advisor Start date 4/22 thru Present 8 hrs per month Review P&C claims on behalf of insurance carrier. Review and document damage following carrier specific claim procedures. Submit report to Insurance carrier for final approval and payment to the insured.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-08 |
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