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4366 5Th Avenue, Pace, FL 32571-1810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED_RES | 2026-06-23 |
| FL | RA | APPROVED | 2026-06-12 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claraphi Advisory Network, Llc | Costa Mesa | CA | 08/2022 | Present |
| Self Employed | Costa Mesa | CA | 01/2016 | Present |
| Turner Financial Group, Inc. | Pace | FL | 04/2026 | Present |
SELF EMPLOYED - INSURANCE BUSINESS; INVESTMENT RELATED; NEWPORT BEACH, CA; FIXED (TRADITIONAL) LIFE INSURANCE AND ANNUITIES. 07/19/2010; 10 HOURS PER WEEK; MicroSnap, LLC - Not Investment/Securities Related; 1309 Coffeen Avenue, Sheridan, WY; Agricultural Technology; Admin, Business Planning; May 2025; 5 Hours Month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-31 |
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