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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-11 |
| AL | RA | APPROVED | 2017-11-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Penn Mutual Life Ins Co | Horsham | PA | 04/2016 | 07/2017 |
| Hornor Townsend & Kent Inc | Horsham | PA | 11/2016 | 07/2017 |
| Raymond James & Associates | Tuscaloosa | AL | 08/2017 | Present |
1) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: THE NOLES AGENCY | POSITION HELD: AGENT- | ADDRESS: 1 PERIMETER PARK S, SUITE 100S, BIRMINGHAM, AL 35243 | START DATE: 2016-10-11 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 140 HOURS | APPROX TRADING HRS PER MTH: OVER 140 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INS. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: THE NOLES GROUP | POSITION HELD: AGENT- | ADDRESS: 1 PERIMETER PARK SOUTH, SUITE 100S, BIRMINGHAM, AL 35243 | START DATE: 2016-10-11 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 140 HOURS | APPROX TRADING HRS PER MTH: OVER 140 HOURS | DESCRIPTION OF DUTIES: SALES & SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INS. CO.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-16 |
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