Luke Allen Andrews

Current Employers

Employment History

• 03/2012 → Present
  Generation Mortgage Associates
  Seminole, FL
• 03/2012 → Present
  Charles Rutenberg Realty
  Clearwater, FL
• 04/2015 → 08/2019
  Belleair Wealth Management, Llc
  Belleair Bluffs, FL
• 03/2012 → Present
  Generation Insurance
  Seminole, FL
• 08/2019 → Present
  Inspire Advisors, Llc
  Largo, FL
• 03/2015 → Present
  Luke Andrews Llc
  Belleair Beach, FL

Previous Registrations

• 2015-04-24 → 2019-08-27
  Belleair Wealth Management, Llc
  Belleair Bluffs, FL
• 2014-04-02 → 2015-06-09
  Crossplan Money Management
  Seminole, FL

Other Businesses

(1.) Charles Rutenberg Realty - Real Estate Sales - not investment related, 1545 South Belcher Road Clearwater, FL 33764, Realtor, 03/2012, 5 hours a month total devoted and 6 of those hours during security trading hours where I help personal friends/family/clients buy or sell their property. (2.) Luke Andrews LLC - 8/2014 Real Estate Investment/11/2024 Social Security Income Planning/3/2015 Annuity Insurance Agent, investment related, 103 Aleta Dr. Belleair Beach, Fl 33786: Real Estate property renovation, investor, 2 hours a mon total devoted and 1 of those hours are during security trading hours where I have partners who we find, buy & sell properties; Registered Social Security Analyst (RSSA); 4 hours a mon total devoted and 4 of those hours are during security trading hours providing social security income planning; Annuity Sales Rep; 1 hour a month and 1 hour during trading hours, assist clients choosing the right insurance or annuity for their family needs. (3.) Generation Mortgage Associates - Mortgage, not investment related, 10875 68th Ave N Ste C-2, Seminole, Fl 33772, Mortgage Broker, 03/2012, 10 hours a month devoted to mortgage and 9 of those hours are during security trading hours where I help referrals/past clients/family secure a mortgage for purchase or refinance. (4.) Generation Insurance - Property & Casualty Insurance, investment related, 10875 68th Ave N Ste C-2 Seminole, Fl 33772, Insurance Agent, 03/2012, 1 hour a month devoted to insurance sales and 1 hour is during security trading hours pass along leads to the insurance agency. (5.) Indian Rocks Baptist Church Foundation and Indian Rocks Christian School Foundation; not investment related; 12685 Ulmerton Rd, Largo, Fl 33774; Vice Chair/Foundation Committee Representative; 01/2018; 1 hour per quarter and 0 hour during trading hours; review previous meeting notes/quarterly Donor Advised Fund performance, suggest ideas to help attract donors to the 2 foundations, vote on foundation items and find missions to support to make a positive impact on the community and school (may present a conflict of interest)

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-03-28