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2412 Irwin Street, Melbourne, FL 32901 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2023-12-06 |
Branch Locations
3540 Wheeler Road Suite 304, Augusta, GA 30813 • United States
2412 Irwin Street, Melbourne, FL 32901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Hospital | Augusta | GA | 04/2013 | 01/2018 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 02/2016 | 12/2023 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | 12/2023 |
| Rossby Financial, Llc | Melbourne | FL | 12/2023 | Present |
1) Life Strategies Financial Partners, Investment Related, DBA name for advisory services offered through Rossby Financial, LLC, Investment Advisor Representative, Start Date: 12/2023, DBA Name/Support Company 2) Life Strategies Insurance Partners, Investment Related, Fixed Insurance, Owner/Agent, Start Date: 01/01/2025, less than 5 hours per month devoted, 0 hours per month devoted during securities holdings, Fixed Insurance product sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-19 |
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