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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-10 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Auburndale, FL • United States
1011 Route 22 Suite 104, Bridgewater, NJ 08807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Polk County School Board | Bartow | FL | 08/2012 | 05/2018 |
| Primerica Financial Services | Lakeland | FL | 07/2017 | 05/2018 |
| Publix Super Markets, Inc. | Lakeland | FL | 06/2016 | 08/2017 |
| Pfs Investments Inc | Lakeland | FL | 09/2017 | 05/2018 |
| Valic Financial Advisors, Inc. | Orlando | FL | 05/2018 | 01/2022 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 01/2022 | Present |
LIFE INSURANCE POSITION: agent NATURE: Life insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 01/03/2022 ADDRESS: 6936 W. Linebaugh Ave. Suite 101, Tampa FL 33625, United States DESCRIPTION: -Life sales, term, IUL, whole life-place clients with carriers on platform ABMM FINANCIAL, Is Investment Related, DBA, Financial Professional, 2021-12-31,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment and Advisory Sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-19 |
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