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3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
20 E. Fort King Street Suite B-4, Ocala, FL 34471 • United States
3424 Peachtree Road Ne Suite 2200, Atlanta, GA 30326-1184 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Comprehensive Financial Llc | Oviedo | FL | 09/2010 | 10/2019 |
| Lincoln Financial Securities Corporation | Ocala | FL | 07/2008 | 10/2019 |
| Corporate Captial Resources Of Ocala | Ocala | FL | 09/2007 | 10/2019 |
| Principal Life Insurance Company | Ocala | FL | 10/2019 | 03/2021 |
| Principal Securities Inc. | Ocala | FL | 10/2019 | 03/2021 |
| Retirement Plan Man, Llc | Ocala | FL | 10/2019 | Present |
| San Blas Securities | Atlanta | GA | 03/2021 | Present |
***Fixed Insurance; Investment Related; Ocala, FL; Agent; Life, DI, Annuity, LTC, Health, Medicare Supplements, Group Products; Start Date: 10/01/2019; 20 hrs per month; 20 during trading hours. ***Corporate Capital Resources of Florida; Investment Related; Ocala, FL; Owner; Entity established to receive 1099 commissions. Not used as a public DBA; Start Date: 09/17/2007; 20 hrs per month; 20 during trading hours. ***Fixed Insurance; Investment Related; Ocala, FL; Agent; P&C; Start Date: 03/01/2020; 20 hrs per month; 20 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-28 |
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