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1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-07-17 |
| TX | RA | APPROVED | 2023-02-06 |
Branch Locations
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 08/2016 | 08/2018 |
| Florida Financial Advisors | Tampa | FL | 08/2018 | 05/2022 |
| Ifs Securities Inc. | Atlanta | GA | 11/2018 | 02/2019 |
| Trinity Wealth Securities L.L.C | Tampa | FL | 02/2019 | 05/2022 |
| Trinity Wealth Securities Dba Kingsbury Financial Advisors | Tampa | FL | 05/2022 | 02/2023 |
| Florida Financial Advisors Dba Kingsbury Financial Advisors | Tampa | FL | 05/2022 | 02/2023 |
| Caitlin John, Llc | Brighton | MI | 02/2023 | Present |
| Kingsbury Financial Advisors | Tampa | FL | 08/2021 | Present |
INSURANCE AGENT, NOT INVESTMENT RELATED, FIXED INSURANCE SALES. 06/2018-PRESENT. Tampa, FL 33607. 10 HRS/MONTH. 10 HRS/MONTH DURING TRADING. DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-11 |
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