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8870 Daniels Parkway, Fort Myers, FL 33912 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Los Angeles | CA | 04/2022 | 08/2023 |
| Quail West | Naples | FL | 12/2019 | 08/2023 |
| Waynesboro Country Club | Waynesboro | PA | 03/2019 | 12/2019 |
| Penn State University | State College | PA | 08/2014 | 12/2018 |
| Waynesboro Country Club | Waynesboro | PA | 04/2012 | 09/2016 |
| National Benefit Corp Llc Dba Advantage Retirement Group | Fort Myers | FL | 08/2023 | 01/2024 |
| Tounijan Advisory Partners, Llc Dba Advantage Retirement Group | Fort Myers | FL | 06/2024 | Present |
| National Benefit Legacy Dba Advantage Retirement Group | Fort Myers | FL | 01/2024 | Present |
1) Licensed Insurance Agent; National Benefit Legacy d/b/a Advantage Retirement Group; Not Investment Related; Fort Myers, FL; Insurance Professional; Insurance Sales; approximately 50% of time is spent in this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-29 |
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