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Clermont, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adp Broker-Dealer, Inc | Allentown | PA | 06/2023 | 01/2026 |
| Adp Inc | Allentown | PA | 04/2022 | 01/2026 |
| Bac Local 7 Nyc | Long Island City | NY | 06/2016 | 04/2022 |
| Jtm Insurance & Financial Group Llc | Clermont | FL | 12/2025 | Present |
| Jtm Carey Capital Llc | Clermont | FL | 02/2026 | Present |
JTM Insurance & Financial Group; Investment Related; Clermont, FL; Insurance Agent; Fixed Insurance Sales; Started 12/2025; Approximately 80 hours per month during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-29 |
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