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255 Primera Boulvard Suite 160, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2007-10-10 |
Branch Locations
255 Primera Boulvard Suite 160, Lake Mary, FL 32746 • 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 |
|---|---|---|---|---|
| Haysley Financial Services, Inc. | Heathrow | FL | 08/2007 | Present |
Entity: Independent Insurance Agent Activity: Investment Related Address: 255 Primera Blvd., Suite 160, Lake Mary, Florida 32746 Description: Insurance Sales Position & Title: Licensed Insurance Agent Start Date: October 2007 to Present Time Management: Spend approximately 10%-20% of the work week dealing with insurance needs of clients. Duties: Selling Insurance policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-21 |
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