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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-03 |
Branch Locations
10199 Southside Blvd Builidng One Ste 200, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Fidelity Assurance Company | Oklahoma City | OK | 05/2022 | Present |
| Madril Insurance | Pensacola | FL | 04/2020 | 05/2022 |
| Kona Ice Llc | Mobile | AL | 08/2018 | 04/2020 |
| Full-Time Education/College Student | Mobile | AL | 05/2015 | 12/2019 |
| Capital Financial Strategies | Jacksonville | FL | 02/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 02/2026 | Present |
1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 03/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS FIXED INSURANCE PRODUCTS 2. NAME OF OTHER BUSINESS: AMERICAN FIDELITY ASSURANCE COMPANY INVESTMENT RELATED: NO ADDRESS: 9000 CAMERON PARKWAY OKLAHOMA CITY, OK 73114 NATURE OF BUSINESS: EMPLOYEE BENEFITS START DATE: 05/2022 POSITION/TITLE/RELATIONSHIP: SENIOR ACCOUNT MANAGER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: GROUP BENEFIT CONSULTATION, SALES, AND ACCOUNT DEVELOPMENT/MANAGEMENT 3. NAME OF OTHER BUSINESS: CAPITAL FINANCIAL STRATEGIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-10 |
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