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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 | 2009-09-15 |
Branch Locations
1 disclosure category 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 Advisory Services, Llc | Winter Haven | FL | 08/2009 | Present |
| Centaurus Financial Inc. | Anaheim | CA | 07/2016 | Present |
| Ingram Financial Group, Inc. | Winter Haven | FL | 10/2018 | Present |
| Ingram Financial Group, Inc. | Winter Haven | FL | 08/2009 | 10/2018 |
| Centaurus Financial Inc. | Winter Haven | FL | 08/2019 | 12/2020 |
1) Ingram Advisory Services, investment related, 799 Overlook Drive, Winter Haven, FL 33884, , RIA, Investment Adviser Rep 08/15/2009, devoted time is 80 hours a month, manage client investments. 2) Ingram Financial Group, Inc. investment related, 799 Overlook Drive, Winter Have, FL 33884, DBA for investment and insurance related business, Owner/Chief Operational Officer/Insurance Agent 10/2018, Insurance Agent 8/15/2009 - 10/2018, devoted time is 10 hours a month, fixed annuities to diversify client assets.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-28 |
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