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Miami, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Equity Services Inc | Montpelier | VT | 04/2015 | 06/2017 |
| National Life Group | Sunrise | FL | 02/2015 | Present |
| Sensible Health Plans & Benefits Inc. | Miami | FL | 06/2014 | Present |
| Sensible Wealth Management, Inc. | Miami | FL | 05/2017 | Present |
SENSIBLE HEALTH PLANS & BENEFITS INC, INVESTMENT RELATED,SALE OF HEALTH AND SUPPLEMENTAL HEALTH POLICIES, OWNER/PRESIDENT,JUNE 1,2014,80 HRS/MTH,DURING TRADE HRS,I AM AN AGENT OR BROKER OF SEVERAL INSURANCE COMPANIES TO SELL HEALTH AND SUPPLEMENTAL HEALTH PLAN BENEFITS *NATIONAL LIFE GROUP,INVESTMENT RELATED, SELLING INSURANCE, AGENT, 10/2014,70 HRS/MTH, DURING TRADE HRS, I AM AN AGENT FOR SEVERAL INSURANCE COMPANIES TO SELL LIFE AND HEALTH INSURANCE. *VITAL FINANCIAL GROUP.13450 W SUNRISE BLVD SUITE 170 SUNRISE FL 33323. INV REL. SEPT 2014. DBA FOR INS SALES. AGENT.0%, JUST A DBA. NOT DURING TRADE HRS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-31 |
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