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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-30 |
Branch Locations
33715 Us Highway 19 North, Palm Harbor, FL 34684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Educators Insurance,Llc (A Horace Mann Company) | Wesley Chapel | FL | 09/2013 | 06/2017 |
| Horace Mann Investors, Inc. | Wesley Chapel | FL | 06/2015 | 06/2017 |
| Jp Morgan Chase Bank | Tampa | FL | 06/2017 | 02/2023 |
| J.P. Morgan Securities Llc | Tampa | FL | 06/2017 | 02/2023 |
| All Seasons Wealth | Tampa | FL | 02/2023 | 02/2024 |
| Raymond James Financial Services, Inc. | Tampa | FL | 02/2023 | 02/2024 |
| Raymond James Financial Services Advisors, Inc | Tampa | FL | 06/2023 | 02/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 05/2024 | Present |
| Cetera Investment Advisers Llc | Palm Harbor | FL | 05/2024 | Present |
| Achieva Credit Union | Palm Harbor | FL | 05/2024 | Present |
1.) CO-OWNER OF STERLING INNOVATIONS, LLC; E-COMMERCE SALES; SOURCE PRODUCTS, MANAGING SHIPPING AND INVENTORY; CO-OWNED WITH SPOUSE; 5 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-31 |
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