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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 | 2026-01-02 |
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 | 09/2019 |
| State Of Florida Dept Of Children & Families | Ocala | FL | 04/2016 | 05/2017 |
| Fisher Investments | Camas | WA | 10/2019 | 04/2023 |
| Trajan Wealth, L.L.C. | Land O Lakes | FL | 04/2023 | 12/2024 |
| Saturn Asset Management | Gainesville | FL | 12/2024 | Present |
| Foundations Investment Advisors | Phoenix | AZ | 01/2025 | Present |
SATURN ASSET MANAGEMENT; INVESTMENT-RELATED; 3600 NW 43RD ST, STE E-1, GAINESVILLE, FL 32606; INSURANCE SALES; POSITION: INSURANCE AGENT; APPROXIMATELY 40 HRS/MONTH DEVOTED DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS INCLUDING LIFE INSURANCE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-12 |
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