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1776 Pleasant Plain Rd., Fairfield, IA 52556-8757 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-03 |
Branch Locations
7970 Cooper Creek Blvd., Bradenton, FL 34201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Sarasota | FL | 06/2025 | 07/2025 |
| One Main Financial | Bradenton | FL | 03/2023 | 11/2023 |
| American Family Life Assurance Company | Sarasota | FL | 10/2021 | 03/2023 |
| Esserman Auto Group | Miami | FL | 05/2015 | 08/2021 |
| University Of West Florida | Pensacola | FL | 01/2024 | Present |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 2025-05-31 |
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