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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-10 |
| FL | RA | APPROVED | 2023-06-25 |
Branch Locations
10199 Southside Blvd, Builidng One Ste 200, Jacksonville, FL 32256 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 02/2015 | 08/2023 |
| Minnesota Life Insurance Co | St Paul | MN | 02/2015 | 08/2023 |
| Capital Financial Strategies | Jacksonville | FL | 02/2015 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 06/2023 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | Present |
CAPITAL FINANCIAL STRATEGIES POSITION: Agent/Broker NATURE: Fixed Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: , Jacksonville FL , United States DESCRIPTION: Agent/Broker CRIMSON CREEK FARMS LLC POSITION: Owner NATURE: Rental Property INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2008 ADDRESS: , Ellaville GA , United States DESCRIPTION: Owner CAPITAL FINANCIAL STRATEGIES POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/07/2021 ADDRESS: 10199 Southside Blvd #200capfinstra, Jacksonville FL 32256, United States DESCRIPTION: I have applied to be Notary Public in Florida as a back up in my office
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-02-18 |
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