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799 Overlook Drive, Winter Haven, FL 33884 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-07-23 |
| FL | RA | APPROVED | 2008-11-04 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ingram Financial Group, Inc. | Winter Haven | FL | 08/2008 | 09/2018 |
| Ingram Advisory Services, Llc Frmly Don Ingram, Sole Prop | Winter Haven | FL | 09/2008 | 10/2018 |
| Centaurus Financial Inc. | Anaheim | CA | 07/2016 | Present |
| Polk State College | Lake Land | FL | 09/2011 | 09/2018 |
| Ingram Advisory Services, Llc | Winter Haven | FL | 10/2018 | 04/2021 |
| Ingram Financial Group, Inc. | Winter Haven | FL | 10/2018 | Present |
| Ingram Advisory Services, Llc | Winter Haven | FL | 04/2021 | Present |
| Ingram Advisory Services, Llc | Winterhaven | FL | 07/2023 | Present |
1)Retirement Consultants Inc., non-investment related, Winter Haven, FL 33881, SCorp, owner, since 10/1/2009, devoted time is 10 hours a month, used for accounting purposes. 2)Ingram Advisory Services, LLC, investment related, 799 Overlook Drive, Winter Haven, FL 33884, RIA, 09/2008 -10/2018 Chief Compliance Officer/Chief Operating Officer; 10/2018 - 04/2021 Managing Member/Chief Compliance Officer, devote time is 10 hrs a month; 04/2021 - present Managing Member, devote time is 10 hrs a month. 3)Ingram Financial Group, Inc., investment related, 799 Overlook Drive, Winter Haven, FL 33884, DBA for investment and insurance related business, 08/2008 - 09/2018 Agent/Executive Vice President/Chief Operating Officer; 10/2018 - Present Owner/Insurance Agent, devote time is 10 hrs a month, manage all aspects of the business. TAX PREP POSITION: Tax preparer NATURE: Tax Prep INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/31/2023 ADDRESS: 799 Overlook Drive, Winter Haven FL 33884, United States DESCRIPTION: Prepare Tax Return for Clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 1987-07-17 |
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