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250 North Orange Ave Suite 1116, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2020-10-20 |
Branch Locations
250 North Orange Ave Suite 1116, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Gift Of Learning Foundation, Inc. | Orlando | FL | 03/1996 | Present |
| Rental Property | Astatula | FL | 12/2005 | 12/2016 |
| Innovation Partners Llc | Matthews | NC | 01/2014 | 06/2018 |
| Transamerica Financial Advisors, Inc | Tampa | FL | 11/2018 | 10/2020 |
| World Financial Group, Inc. | Tampa | FL | 04/2011 | 10/2020 |
| Folio Real Estate | Orlando | FL | 08/2014 | Present |
| Health Insurance Sales | Windermere | FL | 08/2007 | Present |
| Polley Wealth Management Llc | Orlando | FL | 10/2020 | Present |
Sales of insurance products, Investment-related, Orlando, FL, Insurance Agent, 2007, approximately 30 hrs/mo during trading hours, sales of various insurance products. THE GIFT OF LEARNING FOUNDATION, INC/not Investment Related - No/1877 W. OAK RIDGE ROAD, ORLANDO, FL 32809/Education. It operates a private school for Pre K through 12th grade students./President/03.1996/16/4/CFO, Athletic Director and Coach FOLIO REAL ESTATE/not Investment Related - No/19 E. Central Blvd. Orlando, FL 32801/Residential real estate sales/Realtor/08.2014/1/0/Real estate sales associate - listing and sell real estate
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-09-17 |
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