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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-29 |
Branch Locations
3808 Gunn Highway, Tampa, FL 33618 • United States
873 E. State Street, Eagle, ID 83616 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mosaic Financial Group | Tampa | FL | 07/2025 | Present |
| Keystone Powdered Metal Co. | Bradford | PA | 05/2019 | 07/2025 |
| Unemployed | Bradford | PA | 07/2015 | 05/2019 |
Mosaic Financial Group; Investment Related; 3808 Gunn Highway, Tampa FL, 33618,' DBA (Doing Business As); Registered Admin; 07/2025; 40 Hrs; 30 Hrs; Preparing client documents and proposals and client service. Mosaic Insurance group Insurance Sales; Not Investment -related; 07/2026, 3808 Gunn Hwy, FL 33618; Licensed Insurance Agent; Provide insurance options for clients to include term life insurance, indexed universal life, fixed annuities, and fixed indexed annuities; 4-5 hrs/ week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-04 |
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