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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-01-07 |
| TX | RA | APPROVED | 2026-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc | Fairfield | IA | 01/2018 | 07/2020 |
| Cambridge Investment Research, Inc | Fairfield | IA | 07/2020 | 01/2026 |
| Youngstown State University | Youngstown | OH | 08/2016 | 05/2020 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2020 | 01/2026 |
| South Range High School | Canfield | OH | 07/2021 | 04/2023 |
| Raymond James Financial Services Inc. | Boardman | OH | 01/2026 | Present |
| Raymond James Financial Services Advisors Inc. | Boardman | OH | 01/2026 | Present |
(1) Address: 8286 S Ave Bldg A, Boardman , OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 02/04/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Brokered Agent Independently directly with MassMutual for Life and Disability Insurance. \n\nAct independently and offer clients another solution through MassMutual. (2) Address: 8286 S Ave Bldg A, Boardman, OH, 44512, Non-variable Insurance P/T: Agent Investment Related: Yes 01/31/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Brokered Agent Independently directly with MassMutual for Life and Disability Insurance. \n\nAct independently and offer clients another solution through MassMutual. (3) Address: 8286 S Ave Bldg A, Boardman, OH, 44512, Non-variable Insurance P/T: Agent Investment Related: Yes 11/30/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Broker Agent - directly licensed to offer Life and Disability Insurance Products to clients. (Term, Index Universal Life, Universal Life and Whole Life Products). (4) AuguStar Financial/Ohio National Life Services Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 11/30/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Broker Agent - directly licensed to offer Life and Disability Insurance Products to clients. (Term, Index Universal Life, Universal Life and Whole Life Products). (5) Hometown Insurance Solutions Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 11/29/2022 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Independent Insurance Agent. Licensed to sell Medicare and Health Insurance Products. \n\nSell, market and service existing Medicare Clients. No new prospecting. \n\nRun monthly Medicare/Health commissions and pay individual agents. (6) Klim Insurance Group Address: 8286 S Ave Bldg A, Boardman, OH, 44512, Non-variable Insurance P/T: Agent, Owner Investment Related: Yes 07/31/2019 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Agent and Part-Owner. Individual Medicare and Health Insurance. (7) Semper Capital Partners LLC Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Business Owner P/T: Partner Investment Related: No 06/24/2026 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Partner with Parker Sherry (Advisor in Branch). This LLC was formed to simply run payroll and expenses out of for a future hire. Capital Contributions will be made from each of us to pay monthly expenses. No revenue from outside business activity will be run through this. (8) WRS Insurance Solutions Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Non-variable Insurance P/T: Agent Investment Related: Yes 07/07/2021 HPM: 0-1 HPM during trading hours: 0-1 Duties:: Independent Insurance Agent.\nLife, Medicare, Disability insurance. \n\nContracted directly with carriers - AuguStar, MassMutual, Ameritas. (9) WRS Wealth Advisors Address: 8286 S Ave Bldg A, Boardman, OH, 44512-6435, Support Company - Non Owner P/T: Other Investment Related: No 07/31/2020 HPM: 81+ HPM during trading hours: 41+ Duties:: We utilize WRS Wealth Advisors as our DBA.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-07-07 |
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