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111 N. Orange Avenue Suite 775, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-31 |
Branch Locations
111 N. Orange Avenue Suite 775, Orlando, FL 32801 • United States
3030 N Rocky Point Dr W, Tampa, FL 33607 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 04/2018 | 09/2020 |
| Northwestern Mutual Investment Services Llc | San Antonio | TX | 07/2018 | 09/2020 |
| Student | San Antonio | TX | 08/2014 | 05/2018 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2019 | 09/2020 |
| The Prudential Insurance Company Of America | West Palm Beach | FL | 09/2020 | 07/2021 |
| Pruco Securities, Llc | West Palm Beach | FL | 09/2020 | 06/2021 |
| Ben's Supermarket | San Antonio | TX | 05/2016 | 08/2017 |
| Lincoln Investment | Wellington | FL | 07/2021 | 08/2024 |
| Capital Analysts | Fort Washington | PA | 07/2021 | 08/2024 |
| Oxford Wealth Group, Llc | Clermont | FL | 09/2024 | Present |
1) INSURANCE SALES;INVESTMENT RELATED; ORLANDO, FL; SALE OF INSURANCE PRODUCTS; AGENT; ACTIVITY BEGAN 9/2024 ; DEVOTE 1-20 HOURS PER WEEK AT THIS TIME TO THIS ACTIVITY DURING TRADING HOURS; COMPENSATION IS COMMISSION.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2018-10-25 |
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