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972 International Parkway, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-24 |
Branch Locations
972 International Parkway, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Walgreens Pharmacy | Gainesville | FL | 03/2019 | 12/2019 |
| Bankers Life And Casualty, Inc. | Gainesville | FL | 01/2024 | 05/2025 |
| Bankers Life Securities, Inc. | Gainesville | FL | 07/2024 | 05/2025 |
| Gainesville High School | Gainesville | FL | 06/2015 | 06/2019 |
| Santa Fe College | Gainesville | FL | 08/2018 | 12/2020 |
| Unemployed | Archer | FL | 12/2020 | 01/2024 |
| Bankers Life Advisory Services, Inc | Gainesville | FL | 10/2024 | 05/2025 |
| Unemployed | Winter Park | FL | 05/2025 | 07/2025 |
| Collaborative Wealth Management, Inc. | Lake Mary | FL | 07/2025 | Present |
THE ESTATE OF DOUGLAS HENDRICKS JONES I POSITION: Personal Representative NATURE: Serve as a fiduciary for the decedent's estate INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 11/25/2024 ADDRESS: 3081 Beach Dr. E, Port Orchard WA 98366, United States DESCRIPTION: Collect, inventory, and manage the decedent's assets that are in probate, satisfy any obligations to the decedent's creditors, distribute any remaining assets to beneficiaries, serve as contact for any legal proceedings relating to estate administration.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-06 |
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