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250 North Orange Ave Suite 1116, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-29 |
Branch Locations
250 North Orange Ave Suite 1116, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wyndham Resorts | Orlando | FL | 09/2018 | 03/2019 |
| Hilton Grand Vacations | Orlando | FL | 04/2019 | 11/2020 |
| Polley Wealth Management Llc | Orlando | FL | 08/2021 | 11/2023 |
| 369 Financial Llc | Ponte Vedra Beach | FL | 03/2021 | 08/2021 |
| Edelman Financial Engines | Santa Clara | CA | 11/2023 | 08/2025 |
| Holiday Inn Club Vacations Inc. | Orlando | FL | 10/2023 | 11/2023 |
| Insurance Agent/Self-Employment | Orlando | FL | 01/2015 | 12/2017 |
| Unemployed | Orlando | FL | 01/2018 | 08/2018 |
| Unemployed | Orlando | FL | 12/2020 | 02/2021 |
| Polley Wealth Management, Llc | Orlando | FL | 08/2025 | 01/2026 |
| Polley Wealth Management Llc | Orlando | FL | 07/2026 | Present |
| Independent Insurance | Orlando | FL | 02/2026 | Present |
INSURANCE AGENT- INVESTMENT RELATED-ORLANDO, FLORIDA, INSURANCE SALES, AGENT, 2022, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-29 |
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