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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-12 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
3380 Middle Urbana Road, Springfield, OH 45502 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex Inc. | Rochester | NY | 12/2021 | 07/2023 |
| Optavise (Formerly Performance Matters Associates) | Carmel | IN | 02/2015 | 12/2021 |
| Gwn Securities, Inc | Palm Beach Gardens | FL | 07/2023 | Present |
OPTAVISE - INSURANCE POSITION: Sales Representative NATURE: Insurance. COMPENSATION TYPE: Commission INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 0 START DATE: 02/03/2015 - 12/31/2021 ADDRESS: 11825 N. Pennsylvania Street, Carmel, IN 46032, United States. DESCRIPTION: Sold Supplemental Health and life products. Currently receiving residual income. I am not active or conducting business with this firm outside of directing current clients to where they need to go such as the claims department. SCHULER FINANCIAL GROUP POSITION: Registered Representative NATURE: DBA. COMPENSATION TYPE: Commission INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 120 START DATE: 07/17/2023 ADDRESS: 3380 Middle Urbana Road, Springfield, OH 45502, United States. DESCRIPTION: DBA and financial services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-14 |
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