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10 Hudson Yards, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harrelson Holdings Inc | Fort Myers | FL | 09/2021 | 03/2025 |
| Minnesota Life Insurance Co | St Paul | MN | 09/2021 | 08/2023 |
| Securian Financial Services Inc | St Paul | MN | 09/2021 | 08/2023 |
| Home Advisor | Indianapolis | IN | 03/2021 | 05/2021 |
| Unemployed | Naples | FL | 07/2020 | 03/2021 |
| Scotlynn | Fort Myers | FL | 11/2018 | 07/2020 |
| Sphinx Crossfit | Fort Myers | FL | 11/2019 | 01/2020 |
| Eventplicity | Gainesville | FL | 01/2016 | 10/2018 |
| Qualtrics | Provo | UT | 06/2016 | 10/2016 |
| Ionic Crossfit | Bonita Springs | FL | 05/2021 | 03/2025 |
| Pub At Naples Llc | Cincinnati | OH | 10/2020 | 11/2020 |
| Ga Fitness Llc | Bonita Springs | FL | 03/2021 | 12/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2023 | 03/2025 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 03/2025 |
| Guardian Life Insurance Company | Fort Myers | FL | 03/2025 | Present |
| Park Avenue Securities | Fort Myers | FL | 03/2025 | Present |
| Guardian Life Insurance Company | Estero | FL | 03/2025 | 10/2025 |
| Park Avenue Securities | Estero | FL | 03/2025 | 10/2025 |
1. Business Success Advisors, LLC Start Date: 09/16/2025, Address: 21680 Red Latan Way Estero, FL 33928, 1 total hour/month; 1 during securities trading hours, Not Investment Related, No Annual Compensation, 2. Sale of fixed life products other than Guardian, Start Date: 9/16/2025, Address: 14021 Metropolis Ave. Fort Myers, Fl 33912, 3 total hours/month; 3 during securities trading hours, Investment Related, <10% Annual Compensation, 3. Engage Estero Inc., Start Date: 9/16/2025, Address: 9285 Corkscrew Palms Blvd Estero, FL 33928, 1 total hour/month; 1 during securities trading hours, Not Investment Related, No Annual Compensation, 4. Adams Family of Companies LLC, Start Date: 6/1/2026, Nature: Holding company with no underlying activity, Address: 21680 Red Latan Way Estero, FL 33928, Duties: Owner, 1 total hr per month; 0 during securities trading hours, Not Investment Related,
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-01 |
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