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900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-28 |
Branch Locations
900 Ashwood Parkway Suite 500, Atlanta, GA 30338 • United States
14502 N Dale Mabry Hwy, Suite 327, Tampa, FL 33618 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Western Southern Life | Tampa | FL | 07/2017 | 12/2017 |
| W&S Brokerage Services | Cincinnati | OH | 11/2017 | 12/2017 |
| Avila Golf & Country Club | Tampa | FL | 02/2014 | 06/2018 |
| Drew Capital Group | Lutz | FL | 12/2017 | 01/2024 |
| Advisory Services Network, Llc | Atlanta | GA | 01/2022 | Present |
1) Ferlita Nussel Dowell Financial Group: insurance agent; Provide insurance to clients; Soliciting and sell life, health and annuity insurance products. Devote 180 hours a month, 20 Hours during trading hours. Investment Related: Yes. 2) Bridge Financial Private Capital: President, service company for insurance. Start 12/2017. Devote 20 hours a month, 8 Hours during trading hours. Investment Related: Yes. 3) BridgePoint Business Solutions: Enrolled Agent, tax preparation, tax planning and bookkeeping. Start 7/2025. Devote 20 hours per month, 5 hours during trading. Investment related: No. 4) FND Tax Management: Enrolled Agent, tax preparation. Start 8/2025. Devote 20 hours per month, 5 hours during trading. Investment related: No.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-12 |
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