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873 E. State Street, Eagle, ID 83616 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-04-22 |
| ID | RA | APPROVED | 2022-11-18 |
Branch Locations
3808 Gunn Hwy, Tampa, FL 33618 • United States
873 E. State Street, Eagle, ID 83616 • 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 |
|---|---|---|---|---|
| Vanderbilt Bone & Joint | Nashville | TN | 08/2016 | 01/2018 |
| Ufit Fitness Studio | Mufreesboro | TN | 08/2015 | 12/2017 |
| Center Street Securities, Inc. | Nashville | TN | 01/2018 | 10/2020 |
| Pmb Capital Management Llc Dba Brookstone Financial | Tampa | FL | 03/2018 | 10/2020 |
| Mosaic Financial Group | Tampa | FL | 10/2020 | Present |
| Pt Solutions | Tampa | FL | 08/2018 | 03/2023 |
| Kalos Capital, Inc. | Alpharetta | GA | 09/2020 | 11/2022 |
| Kalos Management | Alpharetta | GA | 10/2020 | 11/2022 |
| Continuum Advisory, Llc | Eagle | ID | 11/2022 | Present |
1) Mosaic Financial Group; Investment-related DBA; 10/2020; 3808 Gunn Hwy, Tampa FL 33618; Investment Advisory Representative; 40+ hours/week 2) Mosaic Financial Group Insurance Sales; Not Investment-related; 10/2020; 3808 Gunn Hwy, Tampa FL 33618; Licensed Insurance Agent; Provide insurance options for clients to include term life insurance, indexed universal life, fixed annuities, and fixed indexed annuities; 4-5 hours/week
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-13 |
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