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Pensacola, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Coggins Insurance Agency | Pensacola | FL | 09/2018 | 03/2019 |
| State Farm | Pensacola | FL | 06/2015 | 09/2018 |
| Paraclete Life Planning Llc | Pensacola | FL | 07/2022 | Present |
| Covid Impacted Time Frame | Pensacola | FL | 03/2019 | 07/2022 |
POWER BRAKE DRIVE TRAIN | NOT INVESTMENT RELATED | 7708 PONTIAC DR. PENSACOLA, FL. 32506 | ONLINE BRAKE PART SALES | SALES ASSOCIATE | FAMILY BUSINESS | APPROX. 2023/2024 | EST. 15-20 HRS/WEEK | EST. 2 HRS PER DAY DURING TRADING HOURS, BUT I AM NEVER IN A POSITION I CANNOT IMMEDIATELY HANDLE BUSINESS CALLS TO EXECUTE TRADES AS NEEDED | I HANDLE ORDER FULFILLMENT FOR ONLINE PURCHASES. PACKAGING AND SHIPPING. MY OTHER 'BUSINESS ACTIVITIES' IS IN CONJUNCTION WITH MY OVERALL ROLE WITH PARACLETE LIFE PLANNING IN TERMS OF LIFE AND DISABILITY INSURANCE. THIS PORTION OF BUSINESS IS NOT IN COMPETITION WITH MY ROLE AS AN IAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-01-21 |
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