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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-24 |
Branch Locations
10163 Fortune Parkway Suite G18, Jacksonville, FL 32256 • United States
1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riddle Financial Corp | Ponte Vedra | FL | 03/2022 | Present |
| Independent Agent | Burlington | NC | 01/2015 | 03/2022 |
| Integrity Advisory Solutions | Ponte Vedra | FL | 05/2024 | Present |
1. Riddle Financial Corp; Investment related; 822 Florida A1A Suite 310 Ponte Vedra, FL 32082; DBA. Life insurance sales; Life Insurance Agent & Recruiter; 5 hours per month; 0 hours during trading hours; Calling current clients to check in and see if they need anymore life insurance. Calling back referrals that are interested in getting life insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-12 |
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