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1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-23 |
| FL | RA | APPROVED | 2024-06-21 |
Branch Locations
1900 S. Harbor City Blvd. Ste. 111, Melbourne, FL 32901-4725 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oxenfree Capital, Llc | Melbourne | FL | 06/2024 | Present |
| Capital Choice | Greensboro | GA | 10/2016 | 11/2019 |
| Sena - Tech, Llc | Melbourne | FL | 06/2018 | 10/2025 |
| Epicpro Financial Management | Meritt Island | FL | 11/2019 | 03/2024 |
| Suntrust Bank | Atlanta | GA | 08/2014 | 06/2018 |
1. NAME OF OTHER BUSINESS: VARIOUS INSURANCE COMPANIES, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED BRANCH, NATURE OF BUSINESS:INSURANCE, POSITION/TITLE/RELATIONSHIP: AGENT, START DATE: N/A, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS:VARIES, BRIEF DESCRIPTION OF DUTIES: OFFERS FIXED LIFE AND ANNUITIES; 2. EQUITY ADVISORS, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS TO INVESTMENT ADVISER FOR SPECIALIZED TAX-RELATED STRATEGIES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT PROVIDE INVESTMENT, TAX, OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM; 3. TAX STRATEGIES MARKETING, LLC, INVESTMENT-RELATED: YES. 1031 LYNN WAY, ZEPHYR COVE, NV 89448. START 1/2026. POSITION/TITLE/RELATIONSHIP-REFERRAL/FACILITATION ACTIVITY THROUGH ADVISORY FIRM. APX NUMBER OF HOURS PER WEEK: VARIES. APX NUMBER OF HOURS DURING SECURITIES TRADING HOURS: VARIES. BRIEF DESCRIPTION OF DUTIES: INTRODUCES CLIENTS FOR ADVANCED TAX STRATEGY SERVICES; MAY PROVIDE GENERAL DESCRIPTIVE INFORMATION AND ATTEND INTRODUCTORY MEETINGS; DOES NOT STRUCTURE OR EXPLAIN STRATEGIES AND DOES NOT PROVIDE TAX OR LEGAL ADVICE ON BEHALF OF ENTITY. COMPENSATION RECEIVED THROUGH ADVISORY FIRM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-25 |
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