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3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-05 |
| FL | RA | APPROVED | 2023-12-14 |
Branch Locations
3597 E Monarch Sky Ln Suite 330, Meridian, ID 83646 • United States
Pace, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Milton | FL | 01/2011 | 07/2023 |
| Flight Safety International - Defense | Milton | FL | 07/2023 | Present |
| United States Navy - Reserves | Milton | FL | 11/2023 | Present |
| Inspire Advisors, Llc | Meridian | ID | 12/2023 | Present |
(1) 11/2023 United States Navy - Reserves; Officer - Naval Aviator - Helicopter Pilot; Milton, Florida; Non Investment Related; 40-60 Hours/month (4-6 days per month ; 10 hours during trading hours; U.S. Navy Select Reserve Office assigned as helicopter flight instructor. Teach Navy, Marine, and Coast Guard students on the basics of flying military helicopters. (2) 7/2023 Flight Safety International - Defense; Contract Instruction Pilot; Milton Florida; Non Investment Related; 160 Hours/month; 6 hours during trading hours/week; Military contractor for the Navy assigned as a Contract Instruct Pilot to instruct Navy, Marine, and Coast Guard student on the basics of flying military aircraft in the simulator. (3) 12/2025 Independent Licensed insurance Agent; Investment Related; Florida & Texas; Life, Health, and Variable insurance services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-13 |
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