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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-02-18 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
2114 Nw 40Th Terrace Suite D1, Gainesville, FL 32605 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Gainesville | FL | 01/2006 | 10/2017 |
| Lpl Financial Llc | Gainesville | FL | 10/2017 | 10/2018 |
| Markey Investment Management | Gainesville | FL | 09/2017 | 10/2018 |
| Collaborative Wealth | Lake Mary | FL | 10/2018 | 02/2021 |
| Lpl Financial Llc | Lake Mary | FL | 09/2020 | 11/2020 |
| Inspire Advisors, Llc Dba Your Financial Legacy | Gainesville | FL | 02/2021 | Present |
1) Independent Licensed Insurance Agent; Gainesville, FL; investment related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-20 |
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