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4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-05 |
Branch Locations
3600 Nw 43Rd St Ste E-1, Gainesville, FL 32606 • United States
4050 E. Cotton Center Blvd. Suite 40, Phoenix, AZ 85040 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2017 | 12/2019 |
| State Of Florida | Ocala | FL | 02/2016 | 05/2017 |
| Unemployed | Ocala | FL | 05/2017 | 06/2017 |
| The Retirement Guys Formula Llc | Maumee | OH | 12/2019 | 10/2021 |
| Transamerica Life Insurance Company | Ocala | FL | 10/2021 | 04/2023 |
| Transamerica Investors Securities Corporation | Ocala | FL | 10/2021 | 04/2023 |
| Oxford Advisory Group | Tampa | FL | 04/2023 | 05/2024 |
| Saturn Asset Management | Gainesville | FL | 05/2024 | Present |
| Serpgram | Land O Lakes | FL | 05/2022 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 06/2024 | 10/2024 |
| Foundations Investment Advisors | Phoenix | AZ | 10/2024 | Present |
1) Saturn Asset Management; Yes, Investment Related; 3600 NW 43RD ST, STE E-1, GAINESVILLE, FL 32606; Insurance Sales; POSITION President; Start Date: 05/2024; Approx. 120 hours a month; Approx. 120 hours during trading; Insurance Sales and Services. 2) Serpgram; Not Investment Related; 19932 Hidden Glen Dr, Land O Lakes, FL 34638; Technology Platform; Position: President; Start Date: 05/2022; Approx. 0 hours a month; Approx. 0 hours during trading; SEO Technology platform that harnesses the power of AI.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-12 |
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