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1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-26 |
| FL | RA | APPROVED | 2024-02-26 |
Branch Locations
3104 N Armenia Ave Unit 2, Tampa, FL 33607 • United States
1024 E. Grand River Ave Suite B, Brighton, MI 48116 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caitlin John, Llc | Brighton | MI | 01/2024 | Present |
| Kingsbury Financial Advisors | Tampa | FL | 01/2024 | Present |
| Ro Hyde Park | Tampa | FL | 11/2023 | 01/2024 |
| Union New American | Tampa | FL | 05/2023 | 08/2023 |
| Steelbach | Tampa | FL | 02/2021 | 05/2023 |
| Boca | Tampa | FL | 02/2020 | 02/2021 |
| University Of Tampa | Tampa | FL | 01/2020 | 05/2023 |
| Watertown High School | Watertown | CT | 09/2015 | 06/2019 |
| Springfield College | Springfield | MA | 08/2019 | 12/2019 |
1) INSURANCE AGENT; INVESTMENT RELATED; Tampa, FL 33607; FIXED INSURANCE SALES; Insurance agent; 01/2024-PRESENT. Tampa, FL 33607; 10 HRS/MONTH; 10 HRS/MONTH DURING TRADING; DUTIES: FIXED INSURANCE SALES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-02 |
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