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1068 Lake Sumter Landing, The Villages, FL 32162 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-20 |
Branch Locations
1068 Lake Sumter Landing, The Villages, FL 32162 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Student | Boulder | CO | 09/2015 | 05/2022 |
| Nfl/Xfl | St. Louis | MO | 05/2022 | 06/2025 |
| Zenith | The Villages | FL | 08/2025 | Present |
| Zenith Advisory Group, Llc | The Villages | FL | 09/2025 | Present |
Licensed Insurance Agent; Investment related: No; Position Title: Insurance Agent; Location: 1068 Lake Sumter Landing The Villages Fl 32162; Start date: 2025-12-08; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-24 |
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