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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-15 |
| TX | RA | APPROVED_RES | 2026-07-10 |
Branch Locations
Miramar Beach, FL • United States
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
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 |
|---|---|---|---|---|
| Regions | Baton Rouge | LA | 10/2013 | 03/2023 |
| Cetera Investment Services Llc | St.CLoud | MN | 10/2013 | 03/2023 |
| Cetera Investment Advisers Llc | Baton Rouge | LA | 01/2014 | 03/2023 |
| Mass Mutual Life Insurance Company | Shalimar | FL | 03/2023 | 01/2025 |
| Mml Investors Services Llc | Shalimar | FL | 04/2023 | 01/2025 |
| American United Life | Fort Walton Beach | FL | 01/2025 | 06/2026 |
| Oneamerica Securities | Fort Walton Beach | FL | 02/2025 | 06/2026 |
| American Heritage Financial | Miramar Beach | FL | 01/2025 | Present |
| Madison Avenue Securities | San Diego | CA | 06/2026 | Present |
American Heritage Financial; Miramar Beach, FL; Non-Variable Insurance Sales; Agent; Start Date 1/2016; Investment-Related; Approx 160 Hrs/Month, 160 Hrs/Month during trading hours; Insurance Sales and Services.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-25 |
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