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1990 Main Street Suite 750, Sarasota, FL 34236 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-07-05 |
Branch Locations
1990 Main Street Suite 750, Sarasota, FL 34236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gifford Group Llc | Las Vegas | NV | 10/2012 | 01/2019 |
| Gifford Planning Strategies | Las Vegas | NV | 09/2021 | 03/2022 |
| Raymond James Financial Services, Inc. | Las Vegas | NV | 12/2019 | 09/2021 |
| Tactive | Las Vegas | NV | 03/2023 | Present |
| Tactive | Jacksonville | FL | 03/2022 | 04/2023 |
| N/A | Las Vegas | NV | 01/2019 | 12/2019 |
| Dynamic Wealth Advisors | Phoenix | AZ | 07/2026 | Present |
Mr. Vose is a licensed life insurance producer. He receives commissions on these products. He spends approximately 10% of his time involved in this business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-14 |
| S66 | Uniform Combined State Law Examination | 2021-04-12 |
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