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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-13 |
Branch Locations
16241 N. Florida Ave, Lutz, FL 33549 • United States
1299 Bedford Dr. Suite B1, Melbourne, FL 32940 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-07-12 |
Branch Locations
1299 Bedford Drive Suite B1, Melbourne, FL 32940 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sturk Insurance Agency Iii | Melbourne | FL | 09/2013 | 04/2018 |
| Horace Mann Investors, Inc. | Springfield | IL | 05/2014 | 07/2021 |
| Horace Mann | Springfield | IL | 04/2018 | 07/2021 |
| Lincoln Investment | Fort Washington | PA | 07/2021 | Present |
| Capital Analysts | Fort Washington | PA | 07/2021 | Present |
STEINER INSURANCE & FINANCIAL SERVICES LLC POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 07/05/2021 ADDRESS: 1299 Bedford Dr., Suite B1, Melbourne FL 32940, United States DESCRIPTION: I have a team of people that run the property and insurance side of my business. They quote and sell auto and home policies.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
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