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2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-29 |
Branch Locations
13915 Carrollwood Village Run, Tampa, FL 33618 • United States
2211 Ashley Oaks Circle, Wesley Chapel, FL 33544 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dtrt Advisors, Llc | Gainsville | FL | 04/2016 | 03/2017 |
| Coastal Equities, Inc. | Wimington | DE | 04/2016 | 12/2016 |
| Dtrt Insurance Services, Llc | Gainesville | FL | 04/2016 | 03/2017 |
| Tcm Securities, Inc | Woodstock | GA | 01/2017 | 05/2017 |
| Morgan Stanley | Palm Harbor | FL | 05/2017 | 06/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 06/2018 |
| Principal Life Insurance Company | Tampa | FL | 06/2018 | 07/2020 |
| Principal Securities Incorparated | Tampa | FL | 06/2018 | 07/2020 |
| Lincoln Investment | Fort Washington | PA | 07/2020 | 09/2021 |
| Capital Analysts | Fort Washington | PA | 07/2020 | 09/2021 |
| Fidelity Investments | Merrimack | NH | 09/2021 | 07/2023 |
| Health Markets | Oldsmar | FL | 05/2019 | 09/2021 |
| Aag Capital | Tampa | FL | 08/2023 | Present |
Business: Sale of Medicare Insurance related products and Fixed Life Insurance, non variable life insurance. Address: 13904A BARDMOOR PLACE, Tampa, FL 33618 Compensation: 100% commission, 5% of annual income. Start date: Medicare 2018; Non-Variable Life 1980. Title: Agent Hours: 12 hours per month / 12 hours during trading hours Email: bcooper@healthmarkets.com Duties: Sales and service of health and life insurance policies.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-09-28 |
| S65 | Uniform Investment Adviser Law Examination | 2002-08-22 |
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