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2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-08 |
Branch Locations
2929 W. Navigator Drive Ste. 320, Meridian, ID 83642 • United States
Freeport, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Simplicity Wealth | Summit | NJ | 12/2024 | 04/2025 |
| Bright Financial Insurance | Freeport | FL | 07/2017 | 04/2025 |
| At&T | Miami | FL | 01/2016 | 05/2017 |
| Honda | Largo | FL | 01/2014 | 12/2016 |
| Guardian Life Insurance Company | Miramar Beach | FL | 03/2025 | 12/2025 |
| Park Avenue Securities | Miramar Beach | FL | 05/2025 | 12/2025 |
| National Life Group | Freeport | FL | 01/2026 | 06/2026 |
| Equity Services Inc | Montpelier | VT | 01/2026 | 06/2026 |
| Desert Rose Capital Management | Meridian | ID | 06/2026 | Present |
*BRIGHT FINANCIAL INSURANCE, 160 J HUNTERS WAY N, FREEPORT, FL, 32439, ONGOING, INV REL, 07/2017, INSURANCE, OWNER, DURING TRD/HRS, 10%. *NAME: THE STAFFORD CORPORATION; INV REL: N; ADD: 2929 W NAVIGATOR DR., SUITE 320, MERIDIAN, ID, 83642.; NATURE: LIFE INSURANCE; POSITION: CONSULTANT; START DATE: 06/2026; NO. HR/MO; 10: NO. HR/MO DURING SEC TRADING: 0; DESCRIBE DUTIES: DETERMINING SUITABILITY OF INSURANCE FOR POTENTIAL CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-24 |
| S65 | Uniform Investment Adviser Law Examination | 2024-10-29 |
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