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Current Employers
Chelsea Advisory Services, Inc

242 Main Street, Staten Island, NY 10307 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2018-11-29
TX RA APPROVED 2018-11-07
  • FL RA
    APPROVED
    Since 2018-11-29
  • TX RA
    APPROVED
    Since 2018-11-07

Branch Locations

Lady Lake, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Equity Services, Inc Palmharbor FL 08/2013 10/2018
Chelsea Financial Services Staten Island NY 10/2018 Present
  • 08/2013 → 10/2018
    Foresters Equity Services, Inc
    Palmharbor, FL
  • 10/2018 → Present
    Chelsea Financial Services
    Staten Island, NY
Previous Registrations
  • 2013-09-05 → 2018-11-01
    Foresters Equity Services, Inc.
    Palm Harbor, FL
    Ocala, FL
    Tarpon Springs, FL
  • 2012-09-14 → 2013-08-30
    Ponte Vedra, FL
    Palm Harbor, FL
    Palm Harbor, FL
    Centennial, CO
  • 2012-03-20 → 2012-06-20
    Brookstone Securities, Inc.
    Palm Harbor, FL
    Lakeland, FL
    Lafayette, LA
    Praire Du Sac, WI
    Westfield, IN
    Safety Harbor, FL
    Jackson, TN
    Boca Raton, FL
    Boca Raton, FL
    Palm Harbor, FL
    Bentonville, AR
    Louisville, KY
    Ormond Beach, FL
    Wilmington, DE
    Lakeland, FL
    Arlington Heights, IL
    Crystal River, FL
    Evansville, IN
    Montgomery, AL
    Bismarck, ND
    Dublin, OH
  • 2005-02-02 → 2005-04-12
    Archer Alexander Securities Corporation
    New Port Richey, FL
  • 2002-09-10 → 2003-04-08
    Invest Financial Corporation
    Tampa, FL
Other Businesses

LIFE BROKERAGE - INSURANCE; AGENT; FIXED ANNUITIES; COMMISSION BASED COMPENSATION-LESS THAN 5 HRS COLONIAL LIFE - INSURANCE; AGENT; FIXED ANNUITIES; COMMISSION BASED COMPENSATION-APPROXIMAELY 15 HRS PER WEEK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-03-12
S65 Uniform Investment Adviser Law Examination 2000-10-07
S63 Uniform Securities Agent State Law Examination 1987-03-13
  • S66 Uniform Combined State Law Examination
    2012-03-12
  • S65 Uniform Investment Adviser Law Examination
    2000-10-07
  • S63 Uniform Securities Agent State Law Examination
    1987-03-13

View on SEC IAPD

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