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1372 Peachtree Street Ne, Atlanta, GA 30309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American United Life | Weston | FL | 01/2009 | 01/2019 |
| Oneamerica Securities | Weston | FL | 01/2009 | 01/2019 |
| Valuteachers Inc. | Ponte Vedra | FL | 04/2014 | Present |
| Asset Allocation Strategies, Llc | Farmington | MI | 11/2023 | 07/2026 |
| Humana | Plantation | FL | 03/2022 | Present |
| Aetna | Hartfield | CT | 06/2010 | Present |
| Protective Life Insurance Company | Plantation | FL | 09/2023 | Present |
| International Medical Group | Indianapolis | IN | 12/2008 | Present |
| Tranamerica Insurance Company | Plantation | FL | 11/2025 | Present |
| First Advisors National | Atlanta | GA | 07/2026 | Present |
(1)INTERNATIONAL MEDICAL GROUP | INSURANCE RELATED | INDIANAPOLIS, IN (WORKING FROM FL) | NATURE: HEALTH INSURANCE | INSURANCE AGENT | START DATE: 12/2008 | APX. 10 HRS. PER MONTH (1-2 DURING TRADING HOURS) | DUTIES: INSURANCE SALES. (2)ROMA FINANCIAL PARTNERS, LLC | INVESTMENT RELATED | PLANTATION, FL | NATURE: DBA LLC - RECEIVES COMMISSIONS EARNED THROUGH VALUTEACHERS | OWNER | START DATE: 01/2009 | APX. 1 HR. PER MONTH (NOT DURING TRADING HOURS) | RECORD KEEPING FOR LLC. (3)AETNA | INVESTMENT RELATED | HARTFIELD, CT (WORKING FROM FL) | NATURE: INSURANCE | AGENT | START DATE: 06/2010 | APX. 1 HR. PER MONTH (DURING TRADING HOURS) | DUTIES: INSURANCE SALES. (4)VALUTEACHERS | INVESTMENT RELATED | PONTE VEDRA BEACH, FL | NATURE: INSURANCE, FIXED/INDEXED ANNUITY SALES | INSURANCE AGENT, INDEPENDENT CONTRACTOR | START DATE: 04/2014 | APX. 150+ HRS. PE RMONTH (125 DURING TRADING HOURS) | DUTIES: PROSPECTING PUBLIC SCHOOL EMPLOYEES TO MARKET FIXED/INDEX ANNUITY PRODUCTS. (5)HUMANA | INVESTMENT RELATED | PLANTATION, FL | NATURE: GROUP HEALTH INSURANCE SALES | INSURANCE AGENT | START DATE: 01/2019 | APX. 10 HRS. PER MONTH | DUTIES: SALE OF GROUP HEALTH INSURANCE PRODUCTS. (6)PROTECTIVE LIFE INSURANCE CO. | INVESTMENT RELATED | PLANTATION, FL | NATURE: LIFE INSURANCE | INSURANCE AGENT | START DATE: 09/2023 | APX. 10 HRS. PER MONTH (1-2 DURING TRADING HOURS) | DUTIES: INSURANCE SALES. (7)TRANAMERICA INSURANCE CO. | INVESTMENT RELATED | PLANTATION, FL | NATURE: GAP HEALTH INSURANCE | AGENT | START DATE: 11/2025 | APX. 1 HR. PER MONTH (DURING TRADING HOURS) | HEALTH INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-28 |
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