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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-30 |
Branch Locations
5857 Owens Avenue Suite 202, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Claraphi Advisory Network Llc. | Carlsbad | CA | 05/2013 | Present |
| Global Wealth Analytics Inc. | Carlsbad | CA | 03/2007 | 08/2019 |
| Factorone Capital Llc | Carlsbad | CA | 04/2022 | Present |
| Tactive | Carlsbad | CA | 11/2022 | Present |
I receive commissions as agent for AIG, Allianz, Nationwide, and Protective Life any other carriers needed for cases. I am currently President of FactorOne Capital LLC at Commodity Trading Advisor.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-06-16 |
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