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4366 5Th Avenue, Pace, FL 32571-1810 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-17 |
Branch Locations
4366 5Th Avenue, Pace, FL 32571-1810 • United States
Omaha, NE • United States
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 |
|---|---|---|---|---|
| Northern Lights Distributors, Llc | Omaha | NE | 01/2008 | 03/2017 |
| Constellation Trust Company | Omaha | NE | 10/2015 | 03/2017 |
| Claraphi Advisory Network, Llc | Omaha | NE | 03/2017 | 02/2021 |
| Turner Financial Group, Inc | Pace | FL | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-26 |
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