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Jacksonville, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-04-15 |
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 |
|---|---|---|---|---|
| Affirmative Financial Services | Maricopa | AZ | 06/2013 | Present |
AFFIRMATIVE FINANCIAL SERVICES WAS STARTED IN 06/2013 AS AN INSURANCE BROKERAGE SERVICING MOSTLY LIFE, HEALTH, DISABILITY, LTC, AND MEDICARE INSURANCE PRODUCTS. THIS WILL CONTINUE ALONG WITH THE INVESTMENT ADVISORY BEING REGISTERED WITH THE STATE OF WA CURRENTLY. I WILL SPEND APPROXIMATELY 10-12 HOURS A WEEK DEVOTED TO THE INSURANCE BROKERAGE BUSINESS DURING THE SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-02 |
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