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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-09 |
| KS | RA | APPROVED | 2023-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2022 | 03/2023 |
| General Electric Renewable Energy | Zenda | KS | 11/2016 | 09/2022 |
| Nrg Renewable Energy | Lamar | CO | 04/2015 | 10/2016 |
| Raymond James Financial Services, Inc. | Kingman | KS | 03/2023 | Present |
| Raymond James Financial Services Advisors, Inc. | Kingman | KS | 03/2023 | Present |
(1)Name of Business: Address: 136 W B Ave, Kingman, KS, 67068-1309, United States Activity Type: Non-variable Insurance Position/Title: Broker, Agent Investment Related: Yes Start Date: 01/31/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the agent. (2)Name of Business: Forge Financial Address: 136 W B Ave, Kingman, KS, 67068-1309, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee Investment Related: No Start Date: 03/08/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Manager (3)Name of Business: Forge Insurance Address: 136 W B Ave, Kingman, KS, 67068-1309, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 09/04/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling fixed and indexed insurance and annuity policies as well as long term care and disability insurance. We're working with an IMO (Independent Marketing Organization) called FIG (Financial Independence Group) to place these policies direct with carriers. FIG's website is\nwww.figmarketing.com (4)Name of Business: Forge Protect LLC Address: 136 W B Ave, Kingman, KS, 67068-1309, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 01/07/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling fixed and indexed insurance and annuity policies as well as long term care and disability insurance. We're working with an IMO (Independent Marketing Organization) called ONE Insurance to place these policies direct with carriers. (5)Name of Business: Forge Protect LLC Address: 136 W B Ave, Kingman, KS, 67068-1309, United States Activity Type: Non-variable Insurance Position/Title: Agent, Owner Investment Related: Yes Start Date: 06/17/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling fixed and indexed insurance and annuity policies as well as long term care and disability insurance. We're working with an IMO (Independent Marketing Organization) called ONE Insurance to place these policies direct with carriers as well as Raymond James One Insurance Group. (6)Name of Business: Forge Protect LLC Address: 136 W B Ave, Kingman, KS, 67068-1309, United States Activity Type: Non-variable Insurance Position/Title: Broker Investment Related: Yes Start Date: 10/31/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Selling fixed and indexed insurance and annuity policies as well as long term care and disability insurance. We're working with an IMO (Independent Marketing Organization) called FIG (Financial Independence Group) to place these policies direct with carriers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-22 |
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