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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-06 |
| FL | RA | APPROVED | 2021-10-14 |
Branch Locations
9000 Southside Blvd Ci Relationship Management, Jacksonville, FL 32256 • 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 |
|---|---|---|---|---|
| Selectquote Insurance | Jacksonville | FL | 10/2011 | 05/2016 |
| Allstate Insurance Company | Ponte Vedra | FL | 04/2016 | 02/2017 |
| Jacksonville Lease Option Llc | Ponte Vedra Beach | FL | 08/2016 | Present |
| D2 Capital Management | Jacksonville | FL | 09/2013 | 11/2016 |
| The Leaders Group Inc | Littleton | CO | 05/2017 | 12/2017 |
| First Choice Brokerage | Ponte Vedra | FL | 05/2017 | 12/2017 |
| Allstate Financial Services | Ponte Vedra | FL | 01/2017 | 03/2017 |
| Unemployed | Ponte Vedra | FL | 02/2017 | 09/2017 |
| Zilkowski Properties | Jacksonville | FL | 09/2017 | Present |
| World Financial Group, Inc. | Jacksonville | FL | 02/2018 | 11/2020 |
| Transamerica Financial Advisors, Inc | Jacksonville | FL | 06/2018 | 02/2021 |
| Home Depot | Jacksonville | FL | 11/2018 | 03/2019 |
| Colonial Life Insurance | Jacksonville | FL | 03/2019 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2021 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 02/2023 | Present |
Sales of insurance and non-insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc. Jacksonville Lease Option LLC - Ponte Vedra Beach, FL - start: 08/01/2016, President, non-investment related, time devoted-10%, duties-Evaluate deals for upside potential in single family homes/seek out sellers & buyers via website using virtual assistants, less than 20 hrs/wk. Zilkowski Properties / 092017-Present /Investment related: no / Florida / owner / Hrs Work Monthly: 15 / Sec Trading Hrs: 15 / oversight of contractors and vendors, bookkeeping Colonial Life Insurance / 0319-Present / Investment Related: no / Jacksonville, FL 32224 / Representative/ Supplemental plans for small businesses, disability, AD&D Dental / Cold call and dropping in on business ownersI*1055306For profit or not for profit: Entity For Profit Name of outside business organization: D Z C Investments LLCInvestment related: NoAddress of business: Ponte Vedra, Florida 32082 Nature of business: Limited Liability Company Position, title, association: General Partner/Managing Member Start date of relationship: 11/14/2022Number of hours devoted: 20 hour(s) WeeklyNumber of hours devoted during trading hours: 0Duties: Buy and hold rental properties. Buy and Rehab single family homes.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-12-07 |
| S65 | Uniform Investment Adviser Law Examination | 2013-10-17 |
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