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601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-14 |
Branch Locations
2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States
601 Office Center Drive Suite 300, Fort Washington, PA 19034-3232 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-13 |
Branch Locations
601 Office Center Drive Suite 300, Fort Washington, PA 19034 • United States
2660 Stonewood Park Loop, Land O Lakes, FL 34638 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Chick-Fil-A | Palm Harbor | FL | 11/2017 | 07/2019 |
| Publix | Clearwater | FL | 07/2020 | 08/2023 |
| Core Bridge | Tampa | FL | 09/2023 | 12/2023 |
| Equitable Advisors, Llc. | New York | NY | 03/2024 | 07/2024 |
| University Of South Florida | Tampa | FL | 08/2020 | 12/2023 |
| Palm Harbor University High School | Palm Harbor | FL | 08/2016 | 12/2019 |
| N/A | Palm Harbor | FL | 01/2020 | 07/2020 |
| N/A | Dunedin | FL | 01/2024 | 02/2024 |
| Lincoln Investment | Fort Washington | PA | 08/2024 | Present |
| Capital Analsysts | Fort Washington | PA | 08/2024 | Present |
FEI & GAC WEALTH MANAGEMENT POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 8 START DATE: 08/07/2024 ADDRESS: 2674 Stonewood Park Loop, Land O Lakes FL 34638, United States DESCRIPTION: P&C and Life insurance sales FUTRIS FINANCIAL LLC POSITION: Owner NATURE: Tax/Accounting Purposes INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 8 START DATE: 08/07/2024 ADDRESS: 2480 Baywood Drive, W Dunedin FL 34698, United States DESCRIPTION: Flow through entity for tax purposes
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
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