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One Orange Way, Windsor, CT 06095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-04 |
Branch Locations
1540 International Parkway, Lake Mary, FL 32746 • United States
5310 Cypress Center Dr Suite 125, Tampa, FL 33609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Jacksonville | FL | 02/2014 | 11/2021 |
| Truist Investment Services, Inc | Atlanta | GA | 12/2021 | 02/2026 |
| Truist Advisory Services, Inc | Atlanta | GA | 12/2021 | 02/2026 |
| Unemployed | Windermere | FL | 03/2026 | 07/2026 |
| Voya Financial Advisors | Lake Mary | FL | 08/2026 | Present |
| Poppell Financial Group | Lake Mary | FL | 07/2026 | Present |
POPPELL FINANCIAL GROUP POSITION: Financial Advisor NATURE: DBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/15/2026 ADDRESS: 1540 International Parkway, Ste 2000, Lake Mary FL 32746, United States DESCRIPTION: Financial advisor dba.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-29 |
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