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1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-28 |
Branch Locations
1745 S. Naperville Road Suite 200, Wheaton, IL 60189 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Amerilife | Spring Hill, Port Richey & Inverness | FL | 01/2012 | Present |
AmeriLife of Citrus County, insurance sales and annuities 217 E Highland Blvd. Inverness, FL 34452 Managing Director overseeing agents and personally producing, since September 2020 Working approximately 160 hours a month, mostly during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-03 |
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