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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-11 |
| FL | RA | APPROVED | 2012-04-24 |
Branch Locations
4848 S Apopka Vineland Rd. Suite 204, Orlando, FL 32819 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Orlando | FL | 03/2012 | Present |
| Stanle Corporation | Orlando | FL | 05/2012 | Present |
| Jackson National Life Insurance Company | Lansing | MI | 12/1995 | Present |
| Reassure America Life Insurance Company | Nashville | TN | 02/1996 | Present |
| S2Ee Corporation | Orlando | FL | 07/2015 | Present |
1) Jackson National Life Insurance Co. | Investment Related:No|1 Corporate Way|Lansing|MI|48951|USA|Insurance|None - Receipt of Trailing Commissions|12/1/1995|Less than 20|0|As a Rep/Agent previously I utilized some of Jackson National's products, Life Insurance and Annuities, until late 1990's as needed for customers., 2) Crump | Investment Related:No|4135 N. Front St|Harrisburg|PA|17110|USA|Insurance|Agent|1/4/2010|Less than 20|0|Receive a small amount of trail commissions occasionally, 182.28 in 2016 for LTC trailers. , 3) BIG HAMMER OF FLORIDA, LLC | Investment Related:No|Marine Manufacturing/Services|MANAGING MEMBER|8/5/2022|Less than 20|0|MANAGING MEMBER 50% WITH WENDY WYTIAZ 50%, 4) Stanle Corp | Investment Related:No|Other|President|6/15/2009|Less than 20|1|Entity established exclusively in connection with the rep's independent broker relationship with the firm for liability, protection and tax purposes 5) Rental House | Investment Related:No|8042 Gray Kingbird Dr. |Winter Garden|Florida|34787|USA|Real Estate (Non-Agent/Broker)|Owner|2/1/2025|Less than 20|1|The trust rents out the home., 6) Boat Rental | Investment Related:No|6300 Pasadena Point Blvd S|Gulfport|Florida|33707|USA|Rental Services (Other than Real Estate)|Owner|1/1/2025|Less than 20|0|Potentially will occasionally rent my boat through Big Hammer of Florida, LLC. Articles attached.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-03 |
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