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The Villages, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-02-08 |
| FL | RA | APPROVED | 2024-02-07 |
| PA | RA | APPROVED | 2024-01-09 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intercarolina Financial Services, Inc. | Greensboro | NC | 03/2023 | 03/2024 |
| Northwestern Mutual | Gainsville | FL | 11/2021 | 03/2023 |
| Anniemac Home Mortgage | Gainsville | FL | 01/2018 | 11/2021 |
| Fbt Mortgage | Gainsville | FL | 06/2015 | 01/2018 |
| Transitional Broker Llc. | Draper | UT | 03/2024 | Present |
| Networth Asset Management | Gainesville | FL | 06/2022 | Present |
| Shumski Financial Services, Inc. | Gainesville | FL | 06/2022 | Present |
Florida Blue Health Insurance, Not Investment-related, located in Gainesville, FL, Florida Blue provides health insurance solutions to individuals and small businesses., Jonathan is a licensed agent that provides sales and service to individuals and small businesses for health insurance., initial start date is 1/31/2024, No specific hours are dedicated to this on a monthly basis. During the normal course of client assessment we address this need if it comes up., Duties are to sale and service health insurance when the need is there and an appropriate solution is available.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-22 |
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