Philip James Ambrose

Current Employers

Employment History

• 05/2018 → 04/2019
  New York Life Insurance Co.
  Macon, GA
• 07/2018 → 04/2019
  Nylife Securities, Llc
  Macon, GA
• 08/2007 → Present
  Southeastern University
  Lakeland, GA
• 07/2015 → 05/2018
  Big Oak Benefits Group
  Thomasville, GA
• 05/2015 → 07/2017
  Silvis, Ambrose, Lindquist, And Coch Pc
  Thomasville, GA
• 04/2019 → Present
  Calton & Associates, Inc.
  Tallahassee, FL

Other Businesses

1)Big Oak Benefits Group. Non-Investment related. Address: 116 E Monroe Street, Thomasville, GA 31792. Nature of Business: DBA for overseeing multiple employer group accounts offering various employee insurance benefits - Health/Life/Dental/Vision/Disability. Position/Title/Relationship: Contracted Broker. Start Date: 07/23/2015. Hours per month: 25. Hours per month during Securities trading hours: 20%. Duties/Responsibilities: I enroll employees into their benefits and meet with HR managers and decision makers about any added benefit or renewal. I pair up with my team to make sure that we have a successful open enrollment each year. We offer various group insurance products - Life/Health/Dental/Vision/Disability/Vision. 2) Ambrose Financial Group, LLC. Noninvestment Related. 1806 Wimbledon Drive Thomasville Georgia, 31792. Nature of business: Big Oak and Any induvial life insurance money is paid to the entity. Title: Officer. Start Date: 05/01/2018. Hours: 15 weekly. 3) Rosenberg Alvis Ambrose Wealth Management . Investment Related. Address: 312 N Broad Street Thomasville, GA 31792. Nature of Business: Financial Services and Insurance: Position: Partner, Started 03/01/2022. 160 hours per month, 100 hours per month during trading hours. Duties & Responsibilities: this is a DBA for financial service and insurance business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-15
• S63 Uniform Securities Agent State Law Examination
  2018-08-15

Designations