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5700 W. 112Th Street Suite 500, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-21 |
Branch Locations
759 Parkway Street Suite 201, Jupiter, FL 33477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Motiv8 Advisors | Stuart | FL | 08/2015 | 07/2017 |
| Motiv8 Investments Llc | Stuart | FL | 01/2017 | 07/2017 |
| Raymond James Financial Services, Inc. | North Palm Beach | FL | 08/2017 | 10/2017 |
| Raymond James Financial Services Advisors Inc. | North Palm Beach | FL | 10/2017 | 11/2018 |
| Atlantic Wealth Partners, Llc | Jupiter | FL | 11/2018 | 07/2026 |
| Prudent Insurance, L.L.C. | Jupiter | FL | 11/2018 | 07/2026 |
| Mariner | Overland Park | KS | 07/2026 | Present |
1) PRUDENT INSURANCE, L.L.C. - 11/2018; INSURANCE AGENCY; LIFE, HEALTH, AND VARIABLE ANNUITY AGENT; INVESTMENT RELATED: YES; NUMBER OF HOURS: 5 INVESTMENT HOURS: 5; 759 PARKWAY STREET, SUITE 201 JUPITER, FL 33477; SALES OF LIFE & HEALTH
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-10-13 |
| S65 | Uniform Investment Adviser Law Examination | 2010-09-30 |
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