Tillie Allison

Current Employers

Employment History

• 09/2023 → 08/2024
  Westshore Financial Group
  Tampa, FL
• 09/2022 → Present
  64 Evergreen Investments Llc
  Seminole, FL
• 09/2021 → 09/2022
  Normandy Investment Advisors Ria
  Leawood, KS
• 06/2014 → 09/2021
  Online Trading Academy
  Leawood, KS
• 08/2024 → 04/2025
  Park Avenue Securities
  Tampa, FL
• 08/2024 → Present
  Guardian Life Insurance
  Tampa, FL
• 08/2024 → Present
  Guardian Life Insurance
  St. Pete, FL
• 08/2024 → 04/2025
  Park Avenue Securities
  St. Pete, FL
• 05/2025 → Present
  Portfolio Medics
  Bonita Springs, FL
• 04/2025 → Present
  Stonegate Way Consulting
  St Pete, FL

Previous Registrations

• 2025-01-09 → 2025-04-30
  Park Avenue Securities Llc
  Tampa, FL
  St. Pete, FL

Other Businesses

Ms. Allison has the following Outside Business Activities (OBA): Owner, Stonegate Way Consulting. In this role she provides trading and investment education to clients. She spends approximately 20 hours a month during market and non-market hours in this endeavor. Insurance Broker through Guardian Life Insurance. In this role she transacts in insurance products including annuities for clients. She spends approximately 25 hours a month during market and non-market hours in this business. Real Estate investments through 64 Evergreen Investments. Here she offers real estate transactions to clients seeking housing or real estate business opportunities. She spends approximately 10 hours a month in this activity. Partner at Cosenza Properties LLC. In this role Ms. Allison manages real estate properties, she spends approximately 4 hours a month in this endeavor.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-12-27
• S65 Uniform Investment Adviser Law Examination
  2023-02-03