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101 2Nd Street Suite 402, Holly Hill, FL 32117 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-10-22 |
| FL | RA | APPROVED | 2017-06-02 |
Branch Locations
101 2Nd Street Suite 402, Holly Hill, FL 32117 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 04/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2017 | 08/2019 |
| Xcel Wealth Management, Llc | Holly Hill | FL | 04/2017 | Present |
| Suntrust Investment Services, Inc. | Daytona Beach | FL | 07/2006 | 04/2017 |
05/2017 to Present -- Independent insurance agent. This is an investment-related business activity selling various insurance related products. Spends approximately 5-hours a month during business trading hours servicing the needs of insurance clients.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-10 |
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