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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-27 |
| FL | RA | APPROVED | 2021-11-09 |
Branch Locations
7380 Sand Lake Road Suite 405, Orlando, FL 32819 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co | Orland | FL | 10/2014 | 11/2021 |
| Mml Investors Services, Llc | Orlando | FL | 12/2014 | 11/2021 |
| Raymond James Financial Services, Inc. | Orlando | FL | 11/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Orlando | FL | 11/2021 | Present |
| Signature Wealth Partners | Orlando | FL | 11/2021 | Present |
| Dp Wealth Strategies | Orlando | FL | 11/2021 | Present |
(1)Name of Business: Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 04/27/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: brokering insurance products to clients (2)Name of Business: DP Wealth Strategies Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor S corporation (3)Name of Business: Erb and Young Insurance Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 12/13/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Helping clients of the firm with Life insurance planning. Referral partner that we split commissions on business (4)Name of Business: Signature Wealth Partners Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/01/2021 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Advisor with the firm (5)Name of Business: The Brokers Network Address: 7380 W Sand Lake Rd Ste 405, Orlando, FL, 32819-5261, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Providing Life Insurance solutions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-05 |
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