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115 Broadway 5Th Floor, New York, NY 10006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
Branch Locations
115 Broadway 5Th Floor, New York, NY 10006 • United States
Mary Esther, FL • United States
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 |
|---|---|---|---|---|
| Financial & Insurance Services | Mary Esther | FL | 03/1986 | Present |
| Usa Financial Securities Corporation | Ada | MI | 04/2005 | 09/2016 |
| Claraphi Advisory Network, Llc | Mary Esther | FL | 10/2016 | Present |
1.INSURANCE CONSULTING SERVICES; DBA FINANCIAL & INSURANCE SERVICES 151 MARY ESTHER BLVD, STE 407 MARY ESTHER, FL 32569. STARTED JAN 1986. SELL LIFE, FIXED ANNUITIES AND LTC INSURANCE. HELP CLIENTS QUALIFY FOR MEDICAID AND VETERAN'S ADMINISTRATION BENEFITS. 2.VMJ LEGACY I, LLC, MANAGING PARTNER - 151 MARY ESTHER BLVD, STE 407 MARY ESTHER, FL 32569 - LEASING/RENTING RESIDENTIAL REAL ESTATE. COLLECT RENT, SUPERVISING AND/OR PROVIDING MAINTENANCE TO PROPERTIES. 3.SANTA ROSA EXECUTIVE PLAZA - 151 MARY ESTHER BLVD (SUITES 101-510), MARY ESTHER, FL 32569. BOARD MEMBER FOR THE OFFICE COMPLEX ASSOCIATION. THE BOARD MEETS 4-6 TIMES PER YEAR TO DISCUSS THE MAINTENANCE AND UPKEEP OF OUR OFFICE COMPLEX AND TO VOTE ON PROPOSED REPAIRS/MODIFICATIONS TO THE OFFICE COMPLEX.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-25 |
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