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17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-02 |
Branch Locations
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • UNITED STATES
17961 Hunting Bow Circle Suite 102, Lutz, FL 33558 • United States
Delware, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American National Insurance Company | Columbus | OH | 11/1982 | Present |
| Securities Management & Research, Inc. | Columbus | OH | 11/1985 | Present |
| Bfc Planning | Columbus | OH | 02/2014 | Present |
| Dmk Advisor Group | Lutz | FL | 01/2026 | Present |
1. AMERICAN NATIONAL-Y-COLUMBUS,OH-INSURANCE SALES-AGENT-11/1982-180-150-SALES AND SERVICE OF LIFE INSURANCE. 2. TWFG INSURANCE- N- DELAWARE, OH- P&C INSURANCE- AGENT- 08/2024- 200-0- SALES AND SERVICE OF PROPERTY AND CASUALTY INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-08-28 |
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