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1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-10 |
Branch Locations
1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725 • United States
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 |
|---|---|---|---|---|
| Great Lakes Honda | Akron | OH | 04/2019 | 06/2022 |
| Specialty Lubricants Corp. | Macedonia | OH | 09/2014 | 04/2019 |
| Affinity Financial Advisors | Lawrence | KS | 02/2022 | 10/2023 |
| James Phillips Pa Dba Phillips Financial Advisors | Satellite Beach | FL | 02/2022 | 10/2023 |
| Oxenfree Financial | Melbourne | FL | 06/2023 | Present |
1. NAME OF OTHER BUSINESS: VARIOUS INSURANCE COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS: INSURANCE, POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: N/A, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE AND ANNUITIES; 2. OXENFREE TECHNOLOGY LLC, NOT INVESTMENT-RELATED. 3172 TUSCAWILLOWDR. MELBOURNE, FL 32934. START DATE-7/15/24-FINTECH COMPANY. POSITION-MEDIA & OPERATIONS COORDINATOR. 20 HOURS WORKED PER MONTH. 0 HOURS DURING SECURITIES TRADING HOURS; 3. EQUITY ADVISORS, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 10/2025. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS TO INVESTMENT ADVISER FOR SPECIALIZED TAX-RELATED STRATEGIES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM; 4. TAX STRATEGIES MARKETING, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 10/2025. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS FOR ADVANCED TAX STRATEGY SERVICES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT STRUCTURE OR EXPLAIN STRATEGIES AND DOES NOT PROVIDE TAX OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-11 |
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