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2144 Seven Springs Blvd Suite 406, New Port Richey, FL 34655 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-26 |
Branch Locations
2144 Seven Springs Blvd Suite 406, New Port Richey, FL 34655 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brokersxpress, Llc. | Chicago | IL | 09/2010 | Present |
| 1St Financial Llc | New Port Richey | FL | 09/2011 | Present |
Insurance including Fixed and Indexed annuities and Life Insurance, all investment related and I am an Agent for the company, I spend approximately 40% of my time. The companies that I am an agent with as a fixed and or Indexed annuity agent are: Athene, Equitrust, Silac, Clearspring, North American, Atlantic Coast Life, Nassau, Sentinel Life, American Equity, Aspida. For Life Insurance, Protective and Pacific Life. My duty is that I am an independent Insurance agent with these companies, I choose these companies for their investment related products for my clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-11 |
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