Florida Financial Advisors, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 288811
· SEC file 801-127276
· Tampa, FL
· www.instagram.com
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ADV data as of Jul 13, 2026
- Regulatory AUM
- $456M
- Discretionary
- $456M
- Clients
- 3,005
- Avg AUM / client
- $152K
- Accounts
- 4,295
- Employees
- 667
AUM over time
$94.8M
$456M
Dec 2022
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Investments (13F portfolio — 317 positions, $418,011,679)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | S&P 500 ETF SHS | $16,908,492 | 28,294 | 4.05% | 3.71% |
| 2 | Invesco Qqq Tr | UNIT SER 1 | $12,840,812 | 22,244 | 3.07% | 2.82% |
| 3 | J P Morgan Exchange Traded F | BETABUILDRS US | $12,003,720 | 102,439 | 2.87% | 2.63% |
| 4 | Nvidia Corporation | COM | $11,325,884 | 64,939 | 2.71% | 2.48% |
| 5 | Alphabet Inc | CAP STK CL A | $11,006,873 | 38,273 | 2.63% | 2.41% |
| 6 | Vanguard Index Fds | VALUE ETF | $8,692,945 | 44,306 | 2.08% | 1.91% |
| 7 | Microsoft Corp | COM | $7,435,314 | 20,083 | 1.78% | 1.63% |
| 8 | Broadcom Inc | COM | $7,068,013 | 22,831 | 1.69% | 1.55% |
| 9 | Vanguard World Fd | MEGA CAP INDEX | $6,949,181 | 29,405 | 1.66% | 1.52% |
| 10 | Apple Inc | COM | $6,798,628 | 26,786 | 1.63% | 1.49% |
| 11 | State Str Spdr S&P 500 Etf T | TR UNIT | $6,730,283 | 10,348 | 1.61% | 1.48% |
| 12 | Select Sector Spdr Tr | STATE STREET TEC | $6,505,431 | 48,947 | 1.56% | 1.43% |
| 13 | Johnson & Johnson | COM | $5,957,888 | 24,372 | 1.43% | 1.31% |
| 14 | Schwab Strategic Tr | US LCAP VA ETF | $5,323,909 | 174,554 | 1.27% | 1.17% |
| 15 | Schwab Strategic Tr | US DIVIDEND EQ | $4,808,345 | 156,724 | 1.15% | 1.05% |
| 16 | Walmart Inc | COM | $4,514,719 | 36,323 | 1.08% | 0.99% |
| 17 | Caterpillar Inc | COM | $4,185,001 | 5,906 | 1.0% | 0.92% |
| 18 | Invesco Exch Traded Fd Tr Ii | NASDAQ 100 ETF | $4,149,542 | 17,461 | 0.99% | 0.91% |
| 19 | Netflix Inc. | COM | $3,917,593 | 40,745 | 0.94% | 0.86% |
| 20 | Micron Technology Inc | COM | $3,871,049 | 11,457 | 0.93% | 0.85% |
| 21 | Amazon Com Inc | COM | $3,777,113 | 18,136 | 0.9% | 0.83% |
| 22 | Seagate Technology Hldngs Pl | ORD SHS | $3,506,807 | 8,950 | 0.84% | 0.77% |
| 23 | Spdr Series Trust | STATE STREET SPD | $3,396,147 | 34,686 | 0.81% | 0.74% |
| 24 | Western Digital Corp | COM | $3,369,184 | 12,455 | 0.81% | 0.74% |
| 25 | Select Sector Spdr Tr | STATE STREET ENE | $3,367,668 | 54,974 | 0.81% | 0.74% |
Top 25 of 317 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,975 | $414M | 90.9% |
| High net worth individuals | 30 | $41.6M | 9.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Paychex Pooled Employer 401(k) Plan Paychex Retirement Llc | 2024 |
People (769)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Kurt Mickool | President, Ceo And Chief Compliance Officer | Jan 2017 (10y) | ≈ 14.06% – 50% via Mickool Enterprises Two, Inc. | |
| Thomas Nickerson | Registered representative | Jan 2019 (8y) | ||
| Alexander Montgomery Stak | Registered representative | Apr 2019 (7y) | ||
| Ryan Patrick Smith | Registered representative | Aug 2019 (7y) | ||
| Daniel A Raps Huffman | Registered representative | Sep 2019 (7y) | ||
| Zachary Jaret | Registered representative | Sep 2019 (7y) | ||
| Sydney Richardson | Registered representative | Nov 2019 (7y) | ||
| Gino Attilio Lavorgna | Registered representative | Jun 2020 (6y) | ||
| Eric Scarlett | Registered representative | Aug 2020 (6y) | ||
| H Austin James Olbekson | Registered representative | Aug 2020 (6y) | ||
| Eric Wolstenholme | Registered representative | Sep 2020 (6y) | ||
| Amberly Rebecca Postell | Registered representative | Oct 2020 (6y) | ||
| John Buchanan Gangloff | Registered representative | Oct 2020 (6y) | ||
| Jacob Edward Buser | Registered representative | Nov 2020 (6y) | ||
| Nathan D Leedy | Registered representative | Nov 2020 (6y) | ||
| Keegan Cole Corey | Registered representative | Nov 2020 (6y) | ||
| Matthew Joseph Falt | Registered representative | Nov 2020 (6y) | ||
| Parker Davis Long | Registered representative | Feb 2021 (5y) | ||
| Dillon George Donechie | Registered representative | Jun 2021 (5y) | ||
| Mark Midkiff | Registered representative | Jun 2021 (5y) | ||
| Jacquelyn Marie Thorsen | Registered representative | Jul 2021 (5y) | ||
| Cameron Ritchey | Registered representative | Aug 2021 (5y) | ||
| Reece Charles Ellison | Registered representative | Aug 2021 (5y) | ||
| Maxwell Hadlock | Registered representative | Aug 2021 (5y) | ||
| John Taylor Edie | Registered representative | Aug 2021 (5y) | ||
| Preston Foster Woolf | Registered representative | Aug 2021 (5y) | ||
| John Andrew Scriffiny | Registered representative | Aug 2021 (5y) | ||
| Macguire James Killian | Registered representative | Sep 2021 (5y) | ||
| Isaiah Fisher Riddle | Registered representative | Sep 2021 (5y) | ||
| Colin Patrick Mc Collough | Registered representative | Oct 2021 (5y) | ||
| William Kleinert | Registered representative | Oct 2021 (5y) | ||
| Preston David Hoff | Registered representative | Oct 2021 (5y) | ||
| Alex Aguirre | Registered representative | Nov 2021 (5y) | ||
| James Christopher Sowell | Registered representative | Nov 2021 (5y) | ||
| Mordechai Tzvi Dubrowski | Registered representative | Nov 2021 (5y) | ||
| Samyam Dhungel | Registered representative | Nov 2021 (5y) | ||
| Konstantino Anthony Kourounis | Registered representative | Dec 2021 (5y) | ||
| Jacqueline Gailey | Registered representative | Jan 2022 (5y) | ||
| Jocelyn Sullivan | Registered representative | Jan 2022 (5y) | ||
| James Carlson | Registered representative | Feb 2022 (4y) | ||
| Matthew John Abar | Registered representative | Feb 2022 (4y) | ||
| Sameer Shehadi | Registered representative | Feb 2022 (4y) | ||
| Thomas Andrew Kerstetter | Registered representative | Feb 2022 (4y) | ||
| Jackson Hulgan | Registered representative | Feb 2022 (4y) | ||
| Adam Babb | Registered representative | Mar 2022 (4y) | ||
| William Andrew Deichert | Registered representative | Apr 2022 (4y) | ||
| Benjamin Brason | Registered representative | Apr 2022 (4y) | ||
| Chase David Hunt | Registered representative | Apr 2022 (4y) | ||
| Nicholas Mangino | Registered representative | May 2022 (4y) | ||
| Zachary Greenhoe | Registered representative | Jun 2022 (4y) | ||
| Robert Ricardo Francis | Registered representative | Jun 2022 (4y) | ||
| Adam Austyn Granville | Registered representative | Jun 2022 (4y) | ||
| Sebastien Thomas Gilles | Registered representative | CFP | Jun 2022 (4y) | |
| Ryan King | Registered representative | Aug 2022 (4y) | ||
| Justin Michael Barbato | Registered representative | Aug 2022 (4y) | ||
| Emmanuel Rivers | Registered representative | Aug 2022 (4y) | ||
| Samuel Alexander Barletta | Registered representative | Aug 2022 (4y) | ||
| Joshua Thomas Betts | Registered representative | Aug 2022 (4y) | ||
| Joseph Perrone | Registered representative | Sep 2022 (4y) | ||
| Nathan Sterijevski | Registered representative | Sep 2022 (4y) | ||
| Marshall Ellison | Registered representative | Sep 2022 (4y) | ||
| Abdou Njie | Registered representative | Sep 2022 (4y) | ||
| Grayson Hall | Registered representative | Sep 2022 (4y) | ||
| Jerid Mei | Registered representative | Oct 2022 (4y) | ||
| Richard Barrick | Registered representative | Nov 2022 (4y) | ||
| Darius Dontae Newbill | Registered representative | Nov 2022 (4y) | ||
| Andrew R. Wilson | Registered representative | Dec 2022 (4y) | ||
| Papa Dioum | Registered representative | Dec 2022 (4y) | ||
| Wyatt Davy | Registered representative | Dec 2022 (4y) | ||
| Ian Blane Baker | Registered representative | Dec 2022 (4y) | ||
| Nicholas Reed Fullerton | Registered representative | Jan 2023 (4y) | ||
| William Francis Macaluso | Registered representative | Jan 2023 (4y) | ||
| Melanie Scarlett Messer | Registered representative | Feb 2023 (3y) | ||
| Kenneth Henderson | Registered representative | Feb 2023 (3y) | ||
| Colin Burke | Registered representative | Mar 2023 (3y) | ||
| Trenton Thomas Barrett | Registered representative | Mar 2023 (3y) | ||
| Preston Michael Fortosis Green | Registered representative | Mar 2023 (3y) | ||
| Dakota Dane Colonese | Registered representative | Mar 2023 (3y) | ||
| Xavier Charles Walker | Registered representative | Mar 2023 (3y) | ||
| Jared Sharp | Registered representative | May 2023 (3y) | ||
| Matthew Simon | Registered representative | May 2023 (3y) | ||
| Gregory Hughes Gnade | Registered representative | May 2023 (3y) | ||
| Treyton Layne Lebo | Registered representative | May 2023 (3y) | ||
| Matthew Alan Ullstrom | Registered representative | May 2023 (3y) | ||
| Jacob Ross Hillermann | Registered representative | May 2023 (3y) | ||
| John He | Registered representative | CFP | May 2023 (3y) | |
| John Mc Neff | Registered representative | May 2023 (3y) | ||
| Matthew Wilson | Registered representative | May 2023 (3y) | ||
| Zachary Gerald Ellis | Registered representative | Jun 2023 (3y) | ||
| Casey John Desautelle | Registered representative | Jun 2023 (3y) | ||
| Christopher Cash Hunt | Registered representative | Jun 2023 (3y) | ||
| Dylan Steed | Registered representative | Jun 2023 (3y) | ||
| Richard Stephen Brown | Registered representative | Jun 2023 (3y) | ||
| Pierre Mario Gomez | Registered representative | Jun 2023 (3y) | ||
| Aaron Matthew Dahl | Registered representative | Jun 2023 (3y) | ||
| Mitchell Bumpus | Registered representative | Jun 2023 (3y) | ||
| Andrew James Nicolo | Registered representative | Jul 2023 (3y) | ||
| Vanny Ho | Registered representative | Jul 2023 (3y) | ||
| Patrick Ryan Smedley | Registered representative | Jul 2023 (3y) | ||
| Grayson J Vrba | Registered representative | Jul 2023 (3y) | ||
| Josephine Renee Laing | Registered representative | Jul 2023 (3y) | ||
| Azriel Platt | Registered representative | Jul 2023 (3y) | ||
| Nathan Lucarelli | Registered representative | Jul 2023 (3y) | ||
| Nicholas Chester | Registered representative | Jul 2023 (3y) | ||
| Steven Brandenburg | Registered representative | Jul 2023 (3y) | ||
| Wyatt Hughes Buller | Registered representative | Jul 2023 (3y) | ||
| Olivier Chatelus | Registered representative | Jul 2023 (3y) | ||
| Ashton Holliday | Registered representative | Aug 2023 (3y) | ||
| Patrick Fernandez | Registered representative | Aug 2023 (3y) | ||
| Pierce James Gremillion | Registered representative | Aug 2023 (3y) | ||
| Cayden L Mc Garity | Registered representative | Aug 2023 (3y) | ||
| Jenna Van Valkenburg | Registered representative | Aug 2023 (3y) | ||
| Carson Smith | Registered representative | Aug 2023 (3y) | ||
| Alejandro Salas | Registered representative | Aug 2023 (3y) | ||
| Griffin Spencer Burns | Registered representative | Aug 2023 (3y) | ||
| Spencer Kevin De Ridder | Registered representative | Aug 2023 (3y) | ||
| Nathaniel R Singer | Registered representative | Sep 2023 (3y) | ||
| Sean Thomas Mc Cabe | Registered representative | Sep 2023 (3y) | ||
| Lucas Mc Grath Wong | Registered representative | Sep 2023 (3y) | ||
| Michael Charles Eisenman | Registered representative | Sep 2023 (3y) | ||
| Colten Reis Brown | Registered representative | Oct 2023 (3y) | ||
| Benjamin Winfield Carson | Registered representative | Oct 2023 (3y) | ||
| Aedan Thomas Walsh | Registered representative | Oct 2023 (3y) | ||
| Jacob Edward Cygan | Registered representative | Oct 2023 (3y) | ||
| Desean Scott | Registered representative | Oct 2023 (3y) | ||
| Ellunde Montgomery Scott | Registered representative | Oct 2023 (3y) | ||
| Danielle Boerger | Registered representative | Oct 2023 (3y) | ||
| Brian Joseph Prophete | Registered representative | Oct 2023 (3y) | ||
| Katelyn Nicole Kaisinger | Registered representative | Oct 2023 (3y) | ||
| David Rodak | Registered representative | Oct 2023 (3y) | ||
| Michael Paul Chiolo | Registered representative | Nov 2023 (3y) | ||
| Alex Lunyong | Registered representative | Nov 2023 (3y) | ||
| Julian Alejandro Sanchez | Registered representative | Nov 2023 (3y) | ||
| Jacob Workman | Registered representative | Dec 2023 (3y) | ||
| Logan Butler | Registered representative | Dec 2023 (3y) | ||
| Billy Jacob Whitaker | Registered representative | Dec 2023 (3y) | ||
| John Piaszynski | Registered representative | Dec 2023 (3y) | ||
| Cole Rieke | Registered representative | Dec 2023 (3y) | ||
| Harper Lee Warr | Registered representative | Dec 2023 (3y) | ||
| Cameron Thomas Tener | Registered representative | Jan 2024 (3y) | ||
| Aidan Flint | Registered representative | Jan 2024 (3y) | ||
| Evan Anthony | Registered representative | Jan 2024 (3y) | ||
| Dylen D'aurora | Registered representative | Jan 2024 (3y) | ||
| Hayden Kent Cutler | Registered representative | Jan 2024 (3y) | ||
| Mauricio Aguiar Neto | Registered representative | Jan 2024 (3y) | ||
| Robert Scherer | Registered representative | Jan 2024 (3y) | ||
| Anthony Bringas | Registered representative | Feb 2024 (2y) | ||
| Lena Amani Syed | Registered representative | Feb 2024 (2y) | ||
| Nicholas O'connor | Registered representative | Feb 2024 (2y) | ||
| Ethan Bloom | Registered representative | Feb 2024 (2y) | ||
| Nolan Dobiesz | Registered representative | Feb 2024 (2y) | ||
| Colin M Roy | Registered representative | Feb 2024 (2y) | ||
| Connor Michael Crayne | Registered representative | Feb 2024 (2y) | ||
| Lauren Bone | Registered representative | Feb 2024 (2y) | ||
| Jose Joaquin Toribio Camilo | Registered representative | Feb 2024 (2y) | ||
| Tyler Toth | Registered representative | Feb 2024 (2y) | ||
| Dominick J Buser | Registered representative | Feb 2024 (2y) | ||
| Julia Porter | Registered representative | Mar 2024 (2y) | ||
| Madeline Leigh Fulwood | Registered representative | Mar 2024 (2y) | ||
| Brady Quinn Philemon | Registered representative | Apr 2024 (2y) | ||
| Joseph Taylor Hall | Registered representative | Apr 2024 (2y) | ||
| Devaryan Gupta | Registered representative | Apr 2024 (2y) | ||
| Jacob Argoncillo | Registered representative | Apr 2024 (2y) | ||
| Robert Ryan Karish | Registered representative | Apr 2024 (2y) | ||
| Jordan Jiannuzzi | Registered representative | Apr 2024 (2y) | ||
| Samuel Pellegrino | Registered representative | May 2024 (2y) | ||
| Jordan Lopes Palavra | Registered representative | May 2024 (2y) | ||
| Ashton D Jarczyk | Registered representative | May 2024 (2y) | ||
| Daniel James Gracia | Registered representative | May 2024 (2y) | ||
| Karsten Ortlip | Registered representative | May 2024 (2y) | ||
| Nicolas J Hallett | Registered representative | May 2024 (2y) | ||
| Scott Washburn | Registered representative | May 2024 (2y) | ||
| Jack Duggan | Registered representative | May 2024 (2y) | ||
| Logan Tanner Sneed | Registered representative | May 2024 (2y) | ||
| Matthew Ryan Cronrath | Registered representative | May 2024 (2y) | ||
| Carlos Esquivia Cruz | Registered representative | May 2024 (2y) | ||
| Justin Daniels | Registered representative | Jun 2024 (2y) | ||
| James Beaumont Burk | Registered representative | Jun 2024 (2y) | ||
| Tyler Swanson | Registered representative | Jun 2024 (2y) | ||
| Irvin Dudley Tiu | Registered representative | Jun 2024 (2y) | ||
| Spencer Caton | Registered representative | Jun 2024 (2y) | ||
| Colton Weier | Registered representative | Jun 2024 (2y) | ||
| Dev Tyagi | Registered representative | Jun 2024 (2y) | ||
| Carmen Louise Fouquier | Registered representative | Jun 2024 (2y) | ||
| Tyler Twitchell | Registered representative | Jun 2024 (2y) | ||
| Wright Self | Registered representative | Jun 2024 (2y) | ||
| Colin Garrett Fraser | Registered representative | Jun 2024 (2y) | ||
| Matthew Eldar Williams | Registered representative | Jun 2024 (2y) | ||
| Noah Hjelmeng | Registered representative | Jun 2024 (2y) | ||
| Chris Macciachera | Registered representative | Jun 2024 (2y) | ||
| Joaquin Penelas | Registered representative | Jun 2024 (2y) | ||
| Zachary Thomas Hancock | Registered representative | Jun 2024 (2y) | ||
| Austin Graves | Registered representative | Jun 2024 (2y) | ||
| Katherine Derengowski | Registered representative | Jun 2024 (2y) | ||
| William Wright Brooks | Registered representative | Jun 2024 (2y) | ||
| Jason Scott Seder | Registered representative | Jun 2024 (2y) | ||
| Catherine Ngoc My Nguyen | Registered representative | Jul 2024 (2y) | ||
| Adrian Franklin | Registered representative | Jul 2024 (2y) | ||
| John Carter Middleton | Registered representative | Jul 2024 (2y) | ||
| Drew Clemens Parr | Registered representative | Jul 2024 (2y) | ||
| Gale William Hightower | Registered representative | Jul 2024 (2y) | ||
| Jonathan Richard Gagen | Registered representative | Jul 2024 (2y) | ||
| Spencer Cole Peppenger | Registered representative | Jul 2024 (2y) | ||
| Zachary Mark Wiersema | Registered representative | Jul 2024 (2y) | ||
| Marcus Rusch | Registered representative | Jul 2024 (2y) | ||
| Sandra Becerra Sandoval | Registered representative | Jul 2024 (2y) | ||
| Sungjin Cho | Registered representative | Jul 2024 (2y) | ||
| Colton Stanton Green | Registered representative | Jul 2024 (2y) | ||
| Robert Riggins | Registered representative | Jul 2024 (2y) | ||
| Joseph Paul D'amico | Registered representative | Jul 2024 (2y) | ||
| Jake Lewis | Registered representative | Jul 2024 (2y) | ||
| Samuel Meredith | Registered representative | Jul 2024 (2y) | ||
| Bao Loc John Nguyen | Registered representative | Jul 2024 (2y) | ||
| Trevor Gray | Registered representative | Jul 2024 (2y) | ||
| Jamie Elisa Jacob | Registered representative | Jul 2024 (2y) | ||
| Jeremy Stevens | Registered representative | Jul 2024 (2y) | ||
| Christopher Emeka Nwaokocha | Registered representative | Jul 2024 (2y) | ||
| Robert Kinose Birk | Registered representative | Aug 2024 (2y) | ||
| David Hopkins Allen | Registered representative | Aug 2024 (2y) | ||
| David Wills Boggess | Registered representative | Aug 2024 (2y) | ||
| Nicholas Anthony Manhart | Registered representative | Aug 2024 (2y) | ||
| Aaron Jepaul Pyron | Registered representative | Aug 2024 (2y) | ||
| Michael Pilotos | Registered representative | Aug 2024 (2y) | ||
| Diego Ramirez Dominguez | Registered representative | Aug 2024 (2y) | ||
| William Romano | Registered representative | Aug 2024 (2y) | ||
| Jarrett Weiss | Registered representative | Aug 2024 (2y) | ||
| Kevin Edward Craig | Registered representative | Aug 2024 (2y) | ||
| Matthew Belden Brown | Registered representative | Aug 2024 (2y) | ||
| Nicholas Schau | Registered representative | Aug 2024 (2y) | ||
| Nicholas Benjamin Priestly | Registered representative | Aug 2024 (2y) | ||
| Nicolas Martelli | Registered representative | Aug 2024 (2y) | ||
| Brayden Mc Neely | Registered representative | Sep 2024 (2y) | ||
| Carter Wallace Carew | Registered representative | Sep 2024 (2y) | ||
| Christian Maurice Smith | Registered representative | Sep 2024 (2y) | ||
| Mohamed Noaman | Registered representative | Sep 2024 (2y) | ||
| Ian Carlyle Calaway | Registered representative | Sep 2024 (2y) | ||
| Darrian Clark | Registered representative | Sep 2024 (2y) | ||
| Abrianna Dillard | Registered representative | Sep 2024 (2y) | ||
| Ashton Jade Baxter | Registered representative | Sep 2024 (2y) | ||
| Mazen Ashraf | Registered representative | Sep 2024 (2y) | ||
| Nico Vasiliadis | Registered representative | Sep 2024 (2y) | ||
| Hamilton Dykhuizen | Registered representative | Sep 2024 (2y) | ||
| Justin Khalil | Registered representative | Sep 2024 (2y) | ||
| Henry Joseph Smith | Registered representative | Oct 2024 (2y) | ||
| Lorenzo E A Penn | Registered representative | Oct 2024 (2y) | ||
| Jessica Tsui | Registered representative | Oct 2024 (2y) | ||
| Peter Ingram | Registered representative | Oct 2024 (2y) | ||
| Elena Christine Charalambous | Registered representative | Oct 2024 (2y) | ||
| Bradley Bichard | Registered representative | Oct 2024 (2y) | ||
| Nicholus Tinto | Registered representative | Oct 2024 (2y) | ||
| Evan Ericson | Registered representative | Oct 2024 (2y) | ||
| Sharon Do | Registered representative | Oct 2024 (2y) | ||
| Jeffrey Crouse | Registered representative | Oct 2024 (2y) | ||
| Curtis Warren | Registered representative | Oct 2024 (2y) | ||
| Tyler Alexander Darden | Registered representative | Oct 2024 (2y) | ||
| Michael Mayoral | Registered representative | Oct 2024 (2y) | ||
| Noah Bryon Shaw | Registered representative | Oct 2024 (2y) | ||
| Stephen Andrew Leggett | Registered representative | Oct 2024 (2y) | ||
| Nicholas Henderson | Registered representative | Nov 2024 (2y) | ||
| Josiah Yost | Registered representative | Nov 2024 (2y) | ||
| Traelon Yarbrough | Registered representative | Nov 2024 (2y) | ||
| Charles Schneider | Registered representative | Nov 2024 (2y) | ||
| Zane Van Der Linden | Registered representative | Nov 2024 (2y) | ||
| Connor Thomas Prendergast | Registered representative | Nov 2024 (2y) | ||
| Jonah Salzwedel | Registered representative | Nov 2024 (2y) | ||
| Liam Herlihy | Registered representative | Dec 2024 (2y) | ||
| Douglas Smith | Registered representative | Dec 2024 (2y) | ||
| Bradley Blackmon | Registered representative | Dec 2024 (2y) | ||
| Caleb Diggs | Registered representative | Dec 2024 (2y) | ||
| Ethan Daniel Horner | Registered representative | Dec 2024 (2y) | ||
| Richard Lam | Registered representative | Dec 2024 (2y) | ||
| Jonathan Mena | Registered representative | Dec 2024 (2y) | ||
| Kim Ngan Thi Vo | Registered representative | Dec 2024 (2y) | ||
| Lewis Daniel Fichera | Registered representative | Dec 2024 (2y) | ||
| Courtney Whyte | Registered representative | Dec 2024 (2y) | ||
| William Antonio Feijoo | Registered representative | Jan 2025 (2y) | ||
| Connor Mc Grath | Registered representative | Jan 2025 (2y) | ||
| Liam Bielik | Registered representative | Jan 2025 (2y) | ||
| Ryan Mc Callister | Registered representative | Jan 2025 (2y) | ||
| Samantha Barros | Registered representative | Jan 2025 (2y) | ||
| Alan Smith | Registered representative | Jan 2025 (2y) | ||
| Jackson Rudy Roberts | Registered representative | Jan 2025 (2y) | ||
| Liam Xavier Leahy | Registered representative | Jan 2025 (2y) | ||
| Alexander Barron Gonzalez | Registered representative | Jan 2025 (2y) | ||
| Jerry Williamson | Registered representative | Jan 2025 (2y) | ||
| Richard Phelan | Registered representative | Jan 2025 (2y) | ||
| Lucas Schweidler | Registered representative | Jan 2025 (2y) | ||
| Sidney Louis Smith | Registered representative | Jan 2025 (2y) | ||
| Damian Makosa | Registered representative | Jan 2025 (2y) | ||
| Ennis Al Omari | Registered representative | Jan 2025 (2y) | ||
| Douglas Lee | Registered representative | Feb 2025 (1y) | ||
| Ricardo Santiago Luna | Registered representative | Feb 2025 (1y) | ||
| Thomas Graham Young | Registered representative | Feb 2025 (1y) | ||
| Stefan Makana Zagorski | Registered representative | Feb 2025 (1y) | ||
| David Ryan Kornitzer | Registered representative | Feb 2025 (1y) | ||
| Loren Seth Richmond | Registered representative | Feb 2025 (1y) | ||
| Eric Aleman | Registered representative | Feb 2025 (1y) | ||
| Biolin Zyka | Registered representative | Feb 2025 (1y) | ||
| Valeria Favela Cano | Registered representative | Feb 2025 (1y) | ||
| Justin David Levine | Registered representative | Feb 2025 (1y) | ||
| Buddy Whelchel | Registered representative | Feb 2025 (1y) | ||
| Chia Jui Chan | Registered representative | Mar 2025 (1y) | ||
| Jesse Mc Lain Bischof | Registered representative | Mar 2025 (1y) | ||
| Fernando Chong | Registered representative | Mar 2025 (1y) | ||
| Cadijha Jasmine Robinson | Registered representative | Mar 2025 (1y) | ||
| Jeremy Clampitt | Registered representative | Apr 2025 (1y) | ||
| Edvin Muhamedagic | Registered representative | Apr 2025 (1y) | ||
| Ekrem Muhamedagic | Registered representative | Apr 2025 (1y) | ||
| Ian Beckmann | Registered representative | Apr 2025 (1y) | ||
| Denisse Sequeira | Registered representative | Apr 2025 (1y) | ||
| Ian Thomas Dempsey | Registered representative | Apr 2025 (1y) | ||
| Kyle Andrew Roberts | Registered representative | Apr 2025 (1y) | ||
| Wanyi Su | Registered representative | Apr 2025 (1y) | ||
| William Paul Love | Registered representative | Apr 2025 (1y) | ||
| Juan Sebastian Rothman | Registered representative | Apr 2025 (1y) | ||
| Kwasi Kyeremateng Aninakwa | Registered representative | Apr 2025 (1y) | ||
| Fiana Marie Taplin | Registered representative | Apr 2025 (1y) | ||
| Daniel Ramos | Registered representative | Apr 2025 (1y) | ||
| Alexander Dahl | Registered representative | Apr 2025 (1y) | ||
| Luis F Zozaya | Registered representative | Apr 2025 (1y) | ||
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| Paul Andres Urdaneta Mendoza | Registered representative | Sep 2025 (1y) | ||
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| Hayley White | Registered representative | Oct 2025 (1y) | ||
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| Jackeline Ivon Rivas | Registered representative | Oct 2025 (1y) | ||
| Jalen Thomas Boone | Registered representative | Oct 2025 (1y) | ||
| John Christopher Thomson | Registered representative | Oct 2025 (1y) | ||
| Julianne Carol Huesby | Registered representative | Oct 2025 (1y) | ||
| Ana Cecilia Tellez | Registered representative | Oct 2025 (1y) | ||
| Steven Marsh | Registered representative | Oct 2025 (1y) | ||
| Edward Andrew Keiner | Registered representative | Nov 2025 (1y) | ||
| Evan Lien | Registered representative | Nov 2025 (1y) | ||
| Keyan Julian Dumon | Registered representative | Nov 2025 (1y) | ||
| Steven Neil Henrickson | Registered representative | Nov 2025 (1y) | ||
| Victor Daniel Bujanda Garrido | Registered representative | Nov 2025 (1y) | ||
| Jack Andrew Hankins | Registered representative | Nov 2025 (1y) | ||
| Morgan Paige Stanick | Registered representative | Nov 2025 (1y) | ||
| David Teague Drotar | Registered representative | Nov 2025 (1y) | ||
| Samuel Thomas Beach | Registered representative | Nov 2025 (1y) | ||
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| Pilar Terragni | Registered representative | Nov 2025 (1y) | ||
| Sarah Elizabeth Bonney | Registered representative | Nov 2025 (1y) | ||
| Damien Wolfgang Pfalzgraf | Registered representative | Nov 2025 (1y) | ||
| Anthony Cyle Failma | Registered representative | Nov 2025 (1y) | ||
| Charles H Scott | Registered representative | Nov 2025 (1y) | ||
| Shadan Dalshad Khalid | Registered representative | Nov 2025 (1y) | ||
| Bridges Steven Coffey | Registered representative | Nov 2025 (1y) | ||
| Nicholas Martinez | Registered representative | Dec 2025 (1y) | ||
| Carter Leslie Brunswick | Registered representative | Dec 2025 (1y) | ||
| Jarid Neigal Childress | Registered representative | Dec 2025 (1y) | ||
| Connor Reed Overend | Registered representative | Dec 2025 (1y) | ||
| Mark Leonard Chorosinski | Registered representative | Dec 2025 (1y) | ||
| Alexander David Shen | Registered representative | Dec 2025 (1y) | ||
| Jon Christopher David Ness | Registered representative | Dec 2025 (1y) | ||
| Scott Szabo | Registered representative | Dec 2025 (1y) | ||
| Cristian Andrew O'donnell | Registered representative | Dec 2025 (1y) | ||
| Camden Cleat Pace | Registered representative | Dec 2025 (1y) | ||
| Federico Ramirez | Registered representative | Dec 2025 (1y) | ||
| Kaeley Morgan Fox | Registered representative | Dec 2025 (1y) | ||
| Aaron Scott Miller | Registered representative | Dec 2025 (1y) | ||
| Michael Jon O Connell | Registered representative | Jan 2026 (1y) | ||
| Dalton Paul Gray | Registered representative | Jan 2026 (1y) | ||
| Eric Michael De Long | Registered representative | Jan 2026 (1y) | ||
| Shelby Gregory | Registered representative | Jan 2026 (1y) | ||
| Corbin Graham Douglas | Registered representative | Jan 2026 (1y) | ||
| Dylan Cody Tong | Registered representative | Jan 2026 (1y) | ||
| Lucas Jonathan Mathers | Registered representative | Jan 2026 (1y) | ||
| John Waite Mattison | Registered representative | Jan 2026 (1y) | ||
| Viridiana De Santiago | Registered representative | Jan 2026 (1y) | ||
| Austin Robert Derby | Registered representative | Jan 2026 (1y) | ||
| Natalie Ruby Jimenez | Registered representative | Jan 2026 (1y) | ||
| Rick Frank Byler | Registered representative | Jan 2026 (1y) | ||
| Bradley Donovan Semro | Registered representative | Jan 2026 (1y) | ||
| Jose Luis Alvarellos | Registered representative | Jan 2026 (1y) | ||
| Hassan N Khan | Registered representative | Jan 2026 (1y) | ||
| Kai Michael Hooks | Registered representative | Jan 2026 (1y) | ||
| Ian Macalaster Campbell | Registered representative | Jan 2026 (1y) | ||
| Lisandro Jose Estopinan | Registered representative | Feb 2026 (0y) | ||
| Christopher Louis Di Medio | Registered representative | Feb 2026 (0y) | ||
| Cody Allen Long | Registered representative | Feb 2026 (0y) | ||
| Grant Richard Poole | Registered representative | Feb 2026 (0y) | ||
| Garrett Ian Fisher | Registered representative | Feb 2026 (0y) | ||
| Miles Jonathan Kamo | Registered representative | Feb 2026 (0y) | ||
| Alex Turan Lopeman | Registered representative | Feb 2026 (0y) | ||
| Gopalakrishnan S Nadadhur | Registered representative | Feb 2026 (0y) | ||
| Austin William Miles | Registered representative | Feb 2026 (0y) | ||
| Xi Yang | Registered representative | Feb 2026 (0y) | ||
| Elijah J Black | Registered representative | Feb 2026 (0y) | ||
| Sarthak Aggarwal | Registered representative | Feb 2026 (0y) | ||
| Darian Fumero | Registered representative | Feb 2026 (0y) | ||
| Dylan R Bass | Registered representative | Feb 2026 (0y) | ||
| Jordy Raul Cortes Sanchez | Registered representative | Feb 2026 (0y) | ||
| Tyler J Banker | Registered representative | Feb 2026 (0y) | ||
| Aryana Nobakht | Registered representative | Feb 2026 (0y) | ||
| Daniel Noel Henry | Registered representative | Feb 2026 (0y) | ||
| Sufian Husni Safsaf | Registered representative | Feb 2026 (0y) | ||
| Abraham Joseph Rangel | Registered representative | Feb 2026 (0y) | ||
| Christopher Melvin Nietopski | Registered representative | Feb 2026 (0y) | ||
| Lauren Danielle Silva | Registered representative | Feb 2026 (0y) | ||
| Caleb Ventura | Registered representative | Feb 2026 (0y) | ||
| Keanan Gary Dale Boyce Gaudreau | Registered representative | Feb 2026 (0y) | ||
| Matthew Thomas Stripp | Registered representative | Feb 2026 (0y) | ||
| Samuel Alan Springer | Registered representative | Mar 2026 (0y) | ||
| William Pierce Tankersley | Registered representative | Mar 2026 (0y) | ||
| Zachary Ponthier | Registered representative | Mar 2026 (0y) | ||
| Derek Alexander Fung | Registered representative | Mar 2026 (0y) | ||
| Logan Lopaka Aiu | Registered representative | Mar 2026 (0y) | ||
| Sophia Rose Cienfuegos | Registered representative | Mar 2026 (0y) | ||
| Amanda Paulette Nygard | Registered representative | Mar 2026 (0y) | ||
| Colin Hopkins | Registered representative | Mar 2026 (0y) | ||
| Calvin Tyler Hamilton | Registered representative | Mar 2026 (0y) | ||
| Derek Bryce Smegal | Registered representative | Mar 2026 (0y) | ||
| Luke Scriffiny | Registered representative | Mar 2026 (0y) | ||
| Owen Price Hettinger | Registered representative | Mar 2026 (0y) | ||
| Angela Lynn Arnshek | Registered representative | Mar 2026 (0y) | ||
| Christopher John Allegretti | Registered representative | Mar 2026 (0y) | ||
| Englan Phillip Williams | Registered representative | Mar 2026 (0y) | ||
| Michael Paul Kaiser | Registered representative | Mar 2026 (0y) | ||
| Dina Andrea Koretsky | Registered representative | Mar 2026 (0y) | ||
| Andrew Michael Palko | Registered representative | Mar 2026 (0y) | ||
| Beau Jacob Leyba | Registered representative | Mar 2026 (0y) | ||
| Jason Dale Gant | Registered representative | Mar 2026 (0y) | ||
| Thomas Adamczyk | Registered representative | Apr 2026 (0y) | ||
| Cade Anthony Baussmann | Registered representative | Apr 2026 (0y) | ||
| Jacob Tyler Patterson | Registered representative | Apr 2026 (0y) | ||
| Luis Alvin Vargas | Registered representative | Apr 2026 (0y) | ||
| William Armstrong | Registered representative | Apr 2026 (0y) | ||
| Fatimata Binta Diallo | Registered representative | Apr 2026 (0y) | ||
| Joseph Charles Weinstock | Registered representative | Apr 2026 (0y) | ||
| Brendan Anthony Wallace | Registered representative | Apr 2026 (0y) | ||
| Bryson Randolph Buffington | Registered representative | Apr 2026 (0y) | ||
| Diego Armando Rackauskas | Registered representative | Apr 2026 (0y) | ||
| Edward Ayitey Smith | Registered representative | Apr 2026 (0y) | ||
| Rob Daniel Gray | Registered representative | Apr 2026 (0y) | ||
| Allan Cazares Diosdado | Registered representative | Apr 2026 (0y) | ||
| Steven Leonid Rovinsky | Registered representative | Apr 2026 (0y) | ||
| Jeferson Josue Velasquez | Registered representative | Apr 2026 (0y) | ||
| Pinak Panda | Registered representative | Apr 2026 (0y) | ||
| Miller Towson | Registered representative | Apr 2026 (0y) | ||
| Diana Mallayeva | Registered representative | May 2026 (0y) | ||
| Alec Mitchel Katon | Registered representative | May 2026 (0y) | ||
| John Joseph Malley | Registered representative | May 2026 (0y) | ||
| Samuel Efrain Acevedo Suarez | Registered representative | May 2026 (0y) | ||
| Braedon Kai Nakamoto | Registered representative | May 2026 (0y) | ||
| Spencer James Turner | Registered representative | May 2026 (0y) | ||
| Nathan Daniel Pesek | Registered representative | May 2026 (0y) | ||
| Sergio Manuel Palma | Registered representative | May 2026 (0y) | ||
| Daniel Clark Fernald | Registered representative | May 2026 (0y) | ||
| Philip Stephens | Registered representative | May 2026 (0y) | ||
| Corey Menter | Registered representative | May 2026 (0y) | ||
| Tucker King Schiavoni | Registered representative | May 2026 (0y) | ||
| Adriel Cueto | Registered representative | May 2026 (0y) | ||
| Frank Congviet Ta | Registered representative | May 2026 (0y) | ||
| Nate Thomas Pelton | Registered representative | May 2026 (0y) | ||
| Nicholas Walker Lynn | Registered representative | May 2026 (0y) | ||
| Richard Andrew Baker | Registered representative | May 2026 (0y) | ||
| Javier Gonzalez | Registered representative | May 2026 (0y) | ||
| Alexander William Inacio | Registered representative | May 2026 (0y) | ||
| Erick Julian Negrete Rodriguez | Registered representative | May 2026 (0y) | ||
| Jakob Dean Hanson | Registered representative | May 2026 (0y) | ||
| Robert Carl Eger | Registered representative | May 2026 (0y) | ||
| Frank Cooper Finley | Registered representative | May 2026 (0y) | ||
| Eric Michael Moriarity | Registered representative | May 2026 (0y) | ||
| Anson Huu Tran | Registered representative | May 2026 (0y) | ||
| Wesley Chatam Winston | Registered representative | May 2026 (0y) | ||
| Jonathan Brody Reese | Registered representative | May 2026 (0y) | ||
| Yoon Lee Milling | Registered representative | May 2026 (0y) | ||
| Blake Lamar Brantley | Registered representative | May 2026 (0y) | ||
| Nicholas Joseph Ventura | Registered representative | May 2026 (0y) | ||
| Caylee Jo Dossey | Registered representative | May 2026 (0y) | ||
| Christopher Michael Morris | Registered representative | May 2026 (0y) | ||
| Jack Robert Guddie | Registered representative | May 2026 (0y) | ||
| Austin Connor Smith | Registered representative | May 2026 (0y) | ||
| Brendan Patrick Sweeney | Registered representative | May 2026 (0y) | ||
| Christopher Michael Hannon | Registered representative | May 2026 (0y) | ||
| Ivan Aaron Winer | Registered representative | May 2026 (0y) | ||
| Miles Rankin Atkins | Registered representative | May 2026 (0y) | ||
| Brian James Kotecki | Registered representative | Jun 2026 (0y) | ||
| Cody Matthew Rosier | Registered representative | Jun 2026 (0y) | ||
| Jack Eligio Rhoades | Registered representative | Jun 2026 (0y) | ||
| Jason Tyler Berube | Registered representative | Jun 2026 (0y) | ||
| Mason Edward Mccormack | Registered representative | Jun 2026 (0y) | ||
| Nicholas Matthew Raposo | Registered representative | Jun 2026 (0y) | ||
| Ryan Maverick Phillips | Registered representative | Jun 2026 (0y) | ||
| Aidan James Anibal | Registered representative | Jun 2026 (0y) | ||
| Justin Richard Canfield | Registered representative | Jun 2026 (0y) | ||
| Kush Subramanian | Registered representative | Jun 2026 (0y) | ||
| Matthew Wing Ho Piro | Registered representative | Jun 2026 (0y) | ||
| Samuel Alexander Marsters | Registered representative | Jun 2026 (0y) | ||
| Trey Rollyn Coats | Registered representative | Jun 2026 (0y) | ||
| Evan Matthew Boyd | Registered representative | Jun 2026 (0y) | ||
| Jack A Clemans | Registered representative | Jun 2026 (0y) | ||
| Stephen Alexander Shirley | Registered representative | Jun 2026 (0y) | ||
| Zachary Richard Tewksbury | Registered representative | Jun 2026 (0y) | ||
| Caden Jeffery Scarlett | Registered representative | Jun 2026 (0y) | ||
| Connor Brendan Sullivan | Registered representative | Jun 2026 (0y) | ||
| Edwin Newell Sorensen | Registered representative | Jun 2026 (0y) | ||
| Ethan Anthony Courtney | Registered representative | Jun 2026 (0y) | ||
| Jacob Richard Clarke | Registered representative | Jun 2026 (0y) | ||
| Jastin Isaiah Jones | Registered representative | Jun 2026 (0y) | ||
| Roberto Eduardo Lopez | Registered representative | Jun 2026 (0y) | ||
| Samuel Edwin Hembree | Registered representative | Jun 2026 (0y) | ||
| Ethan Andrew Ludwig | Registered representative | Jun 2026 (0y) | ||
| Patrick Matthew Mauro | Registered representative | Jun 2026 (0y) | ||
| Connor Ray Kim | Registered representative | Jun 2026 (0y) | ||
| Nicolas Mesa Ramirez | Registered representative | Jun 2026 (0y) | ||
| Haydn Reed Bigham | Registered representative | Jun 2026 (0y) | ||
| Nicholas Paul Seymour | Registered representative | Jun 2026 (0y) | ||
| Patrick David Rehder | Registered representative | Jun 2026 (0y) | ||
| Troy Lourdes Dey | Registered representative | Jun 2026 (0y) | ||
| Ahmed Sekou Perkins | Registered representative | Jun 2026 (0y) | ||
| Cecil Craig Wilder | Registered representative | Jun 2026 (0y) | ||
| Charles Lancaster | Registered representative | Jun 2026 (0y) | ||
| Hayden Patrick Lancaster | Registered representative | Jun 2026 (0y) | ||
| Jack Ryan Turnbow | Registered representative | Jun 2026 (0y) | ||
| Jackson Dodd Lewis | Registered representative | Jun 2026 (0y) | ||
| Jacob Benjamin Spolyar | Registered representative | Jun 2026 (0y) | ||
| John Thomas Key | Registered representative | Jun 2026 (0y) | ||
| Kathryn Marie Rose | Registered representative | Jun 2026 (0y) | ||
| Rolando Ernesto Mafran Gonzalez | Registered representative | Jun 2026 (0y) | ||
| Ryan Wesley Coleman | Registered representative | Jun 2026 (0y) | ||
| Stephen Pierson | Registered representative | Jun 2026 (0y) | ||
| Scott Michael Bottiglio | Registered representative | Jun 2026 (0y) | ||
| Wesley Neil Wilbur | Registered representative | Jun 2026 (0y) | ||
| Eric Douglas Young | Registered representative | Jun 2026 (0y) | ||
| Joseph Antonio Chakour | Registered representative | Jun 2026 (0y) | ||
| Katherine Wilson Turner | Registered representative | Jun 2026 (0y) | ||
| Kobe James Childress | Registered representative | Jun 2026 (0y) | ||
| Michael Andrew Renoit | Registered representative | Jun 2026 (0y) | ||
| Oliver James Bowen | Registered representative | Jun 2026 (0y) | ||
| Redwan Anesty Jr Nsame | Registered representative | Jun 2026 (0y) | ||
| Samuel Robert Bruce | Registered representative | Jun 2026 (0y) | ||
| Dylan Michael Guibault | Registered representative | Jun 2026 (0y) | ||
| Logan Earl Davison | Registered representative | Jun 2026 (0y) | ||
| Robert Lawson Mc Lenigan | Registered representative | Jun 2026 (0y) | ||
| Samuel Luc Rosa | Registered representative | Jun 2026 (0y) | ||
| Brent Thomas Kustra | Registered representative | Jun 2026 (0y) | ||
| Damon Nicholas Belding | Registered representative | Jun 2026 (0y) | ||
| William Vance Morrone Custer | Registered representative | Jun 2026 (0y) | ||
| Eliot Michael Edward | Registered representative | Jun 2026 (0y) | ||
| Sufia Farooqi | Registered representative | Jun 2026 (0y) | ||
| James Roberson Isaacs | Registered representative | Jun 2026 (0y) | ||
| Kevin John Zeglen | Registered representative | Jun 2026 (0y) | ||
| Olivia Anne Wacaser | Registered representative | Jun 2026 (0y) | ||
| Jackson Keith Andrews | Registered representative | Jun 2026 (0y) | ||
| Matias Alejandro Lozada | Registered representative | Jun 2026 (0y) | ||
| Blake Edwin Estes | Registered representative | Jun 2026 (0y) | ||
| Daron Baltazar | Registered representative | Jun 2026 (0y) | ||
| Emily Marie Hernandez | Registered representative | Jun 2026 (0y) | ||
| Jay Daniel Overdeck | Registered representative | Jun 2026 (0y) | ||
| Jessie Chan | Registered representative | Jun 2026 (0y) | ||
| Qais Madhat Youssef | Registered representative | Jun 2026 (0y) | ||
| Brennan Duane Crist | Registered representative | Jun 2026 (0y) | ||
| Conner Charles Frees | Registered representative | Jun 2026 (0y) | ||
| Nathanael Stephen Hess | Registered representative | Jun 2026 (0y) | ||
| Patrick Reece Marr | Registered representative | Jun 2026 (0y) | ||
| Margaret Theobald Costanzo | Registered representative | Jun 2026 (0y) | ||
| Reid A Mouser | Registered representative | Jun 2026 (0y) | ||
| Zakaria Boumahdi | Registered representative | Jun 2026 (0y) | ||
| Aidan Joaquin Rubio | Registered representative | Jul 2026 (0y) | ||
| Andrew Cubstead | Registered representative | Jul 2026 (0y) | ||
| Dominic Vincent Fantozzi | Registered representative | Jul 2026 (0y) | ||
| Erik Allejandro Sorensen | Registered representative | Jul 2026 (0y) | ||
| Gavin Connor Mclnerney | Registered representative | Jul 2026 (0y) | ||
| Ilo Ai Takamatsu | Registered representative | Jul 2026 (0y) | ||
| Jackson Foley Courtney | Registered representative | Jul 2026 (0y) | ||
| Kyle John Karnes | Registered representative | Jul 2026 (0y) | ||
| Marco Raffaele Paciolla | Registered representative | Jul 2026 (0y) | ||
| Mariana Alejandra Zegarra | Registered representative | Jul 2026 (0y) | ||
| William George Lautenbach | Registered representative | Jul 2026 (0y) | ||
| Joshua Alexander Derkits | Registered representative | Jul 2026 (0y) | ||
| Sean Michael Gabrell | Registered representative | Jul 2026 (0y) | ||
| Tanner Robert Mann | Registered representative | Jul 2026 (0y) | ||
| Liam Brendan Enright | Registered representative | Jul 2026 (0y) | ||
| Tyler Douglas Sudsbury | Registered representative | Jul 2026 (0y) | ||
| Alexander Webster Trenchard | Registered representative | Jul 2026 (0y) | ||
| David Manuel Doddo | Registered representative | Jul 2026 (0y) | ||
| Grant Slater | Registered representative | Jul 2026 (0y) | ||
| Jeison Calle | Registered representative | Jul 2026 (0y) | ||
| Nicholas Richard Shutt | Registered representative | Jul 2026 (0y) | ||
| Bradlee Paul Louis Seehausen | Registered representative | Jul 2026 (0y) | ||
| Ryan James Sears | Registered representative | Jul 2026 (0y) | ||
| Alson Pashaj | Registered representative | Jul 2026 (0y) | ||
| Bryce Robert Bannerman | Registered representative | Jul 2026 (0y) | ||
| John Crespo Reyes | Registered representative | Jul 2026 (0y) | ||
| Raul David Almendro | Registered representative | Jul 2026 (0y) | ||
| Andrew Robert Matthews | Registered representative | Jul 2026 (0y) | ||
| Anel Jailene Rivera | Registered representative | Jul 2026 (0y) | ||
| Caroline Amanda De Maayer | Registered representative | Jul 2026 (0y) | ||
| Christian Anthony Bravoco | Registered representative | Jul 2026 (0y) | ||
| Jackson Christian Weber | Registered representative | Jul 2026 (0y) | ||
| Kaleb Alan Russell | Registered representative | Jul 2026 (0y) | ||
| Matthew Shore | Registered representative | Jul 2026 (0y) | ||
| Noah Michael Estremera | Registered representative | Jul 2026 (0y) | ||
| Timothy William Kirchner | Registered representative | Jul 2026 (0y) | ||
| Hunter Louis Smith | Registered representative | Jul 2026 (0y) | ||
| Jason L Larosiliere | Registered representative | Jul 2026 (0y) | ||
| Jayden Gregory Baird | Registered representative | Jul 2026 (0y) | ||
| Johnny Alberto Hernandez | Registered representative | Jul 2026 (0y) | ||
| Marco Zapata | Registered representative | Jul 2026 (0y) | ||
| Shawn Hsu | Registered representative | Jul 2026 (0y) | ||
| Joseph Allan Kwiatkowski | Registered representative | Jul 2026 (0y) | ||
| Lunati Michael Sena | Registered representative | Jul 2026 (0y) | ||
| Quinn Alexander Muzzio | Registered representative | Jul 2026 (0y) | ||
| Ryan Albert Rudolph Kern | Registered representative | CFP | Jul 2026 (0y) | |
| Ryan Joseph Nixon | Registered representative | Jul 2026 (0y) | ||
| Luke Nathaniel Perciballi | Registered representative | Jul 2026 (0y) | ||
| Sean Denegar | Registered representative | Jul 2026 (0y) | ||
| Alyssa V Delia | Registered representative | Jul 2026 (0y) | ||
| Ember Savannah Lytle | Registered representative | Jul 2026 (0y) | ||
| Jackson S Collis | Registered representative | Jul 2026 (0y) | ||
| Macgregor Scott Teselle | Registered representative | Jul 2026 (0y) | ||
| Thomas Stephen Dickinson | Registered representative | Jul 2026 (0y) | ||
| Alvaro Augusto Marangoni | Registered representative | Jul 2026 (0y) | ||
| Andrew Russell Deppen | Registered representative | Jul 2026 (0y) | ||
| Anthony Bryan Nunez | Registered representative | Jul 2026 (0y) | ||
| Logan Michael Aucoin | Registered representative | Jul 2026 (0y) | ||
| Luke Joseph Schneider | Registered representative | Jul 2026 (0y) | ||
| Peter Aldwin Bourne | Registered representative | Jul 2026 (0y) | ||
| Sean Alexander Saccomanno | Registered representative | Jul 2026 (0y) | ||
| William Tyler Armstrong | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Florida Trinity Holdco, Llc | Member | Aug 2022 | A | 75% or more |
| Amerilife Group, Llc | Member | Nov 2013 | B | ≈ 28.13% – 75% via Al Marketing, Llc |
| Amerilife Midco Llc | Member | Jun 2015 | B | ≈ 21.09% – 75% via Amerilife Group, Llc |
| Amerilife Holdings Llc | Member | Apr 2016 | B | ≈ 15.82% – 75% via Amerilife Midco Llc |
| Accelerate Buyer, Llc | Sole Member | Dec 2019 | B | ≈ 11.87% – 75% via Amerilife Holdings Llc |
| Accelerate Intermediate Holdings 1, Llc | Member | Dec 2019 | B | ≈ 8.9% – 75% via Accelerate Buyer, Llc |
| Accelerate Intermediate Holdings 2, Llc | Member | Dec 2019 | B | ≈ 6.67% – 75% via Accelerate Intermediate Holdings 1, Llc |
| Accelerate Topco Holdings, Llc | Member | Jan 2020 | B | ≈ 5.01% – 75% via Accelerate Intermediate Holdings 2, Llc |
| Genstar Capital X, L.P. | Limited Partner | Aug 2022 | B | ≈ 0.12% – 14.06% via Genstar Capital Partners X, L.P. |
| Thl Al Blocked Buyer Feeder, L.P. | Limited Partner | Nov 2022 | B | ≈ 0.47% – 28.13% via Thl Amerilife Parallel Spv, L.P. |
| Icg Holiday Partners I Lp | Limited Partner | Nov 2022 | B | ≈ 0.35% – 28.13% via Thl Al Blocked Buyer Feeder, L.P. |
| Genstar Capital Partners X, L.P | Member | Aug 2022 | B | 75% or more of Gc Propel Aggregator Gp, Llc (indirect) |
| Al Marketing, Llc | Member | May 2022 | B | ≈ 37.5% – 75% via Florida Trinity Holdco, Llc |
| Genstar Capital Partners X, L.P. | Limited Partner | Aug 2022 | B | ≈ 0.16% – 14.06% via Gc Propel Aggregator, L.P. |
| Thl Amerilife Parallel Spv, L.P. | Member | Nov 2022 | B | ≈ 0.63% – 28.13% via Amerilife Blocker Holdings, Llc |
| Mickool Enterprises Two, Inc. | Member | Jun 2022 | B | ≈ 18.75% – 50% via Florida Trinity Holdco, Llc |
| Amerilife Blocker Holdings, Llc | Member | Nov 2022 | B | ≈ 1.25% – 37.5% via Accelerate Topco Holdings, Llc |
| Gc Propel Aggregator, L.P. | Member | Nov 2022 | B | ≈ 0.31% – 18.75% via Amerilife Blocker Holdings, Llc |
| Gc Propel Holdings, Inc. | Member | Aug 2022 | B | ≈ 1.25% – 37.5% via Accelerate Topco Holdings, Llc |
| Gc Propel Aggregator Gp, Llc | General Partner | Aug 2022 | B | GP / trustee / elected manager of Gc Propel Aggregator, L.P. (indirect) |
| Genstar X Gp Llc | General Partner | Aug 2022 | B | GP / trustee / elected manager of Genstar Capital X, L.P. (indirect) |
| Thl Amerilife Equity Advisors, Llc | General Partner | Nov 2022 | B | GP / trustee / elected manager of Thl Amerilife Parallel Spv, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jason Kurt Mickool: 75% – 100% of Mickool Enterprises Two, Inc. × 25% – 50% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Amerilife Group, Llc: 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Amerilife Midco Llc: 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 21.09% – 75% of the firm
- Amerilife Holdings Llc: 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 15.82% – 75% of the firm
- Accelerate Buyer, Llc: 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 11.87% – 75% of the firm
- Accelerate Intermediate Holdings 1, Llc: 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 8.9% – 75% of the firm
- Accelerate Intermediate Holdings 2, Llc: 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 6.67% – 75% of the firm
- Accelerate Topco Holdings, Llc: 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 5.01% – 75% of the firm
- Genstar Capital X, L.P.: 75% – 100% of Genstar Capital Partners X, L.P. × 50% – 75% of Gc Propel Aggregator, L.P. × 25% – 50% of Amerilife Blocker Holdings, Llc × 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 0.12% – 14.06% of the firm
- Thl Al Blocked Buyer Feeder, L.P.: 75% – 100% of Thl Amerilife Parallel Spv, L.P. × 50% – 75% of Amerilife Blocker Holdings, Llc × 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 0.47% – 28.13% of the firm
- Icg Holiday Partners I Lp: 75% – 100% of Thl Al Blocked Buyer Feeder, L.P. × 75% – 100% of Thl Amerilife Parallel Spv, L.P. × 50% – 75% of Amerilife Blocker Holdings, Llc × 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 0.35% – 28.13% of the firm
- Al Marketing, Llc: 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Genstar Capital Partners X, L.P.: 50% – 75% of Gc Propel Aggregator, L.P. × 25% – 50% of Amerilife Blocker Holdings, Llc × 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 0.16% – 14.06% of the firm
- Thl Amerilife Parallel Spv, L.P.: 50% – 75% of Amerilife Blocker Holdings, Llc × 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 0.63% – 28.13% of the firm
- Mickool Enterprises Two, Inc.: 25% – 50% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Amerilife Blocker Holdings, Llc: 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 1.25% – 37.5% of the firm
- Gc Propel Aggregator, L.P.: 25% – 50% of Amerilife Blocker Holdings, Llc × 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 0.31% – 18.75% of the firm
- Gc Propel Holdings, Inc.: 25% – 50% of Accelerate Topco Holdings, Llc × 75% – 100% of Accelerate Intermediate Holdings 2, Llc × 75% – 100% of Accelerate Intermediate Holdings 1, Llc × 75% – 100% of Accelerate Buyer, Llc × 75% – 100% of Amerilife Holdings Llc × 75% – 100% of Amerilife Midco Llc × 75% – 100% of Amerilife Group, Llc × 75% – 100% of Al Marketing, Llc × 50% – 75% of Florida Trinity Holdco, Llc × 75% – 100% direct ≈ 1.25% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Paychex Pooled Employer 401(k) Plan | Paychex Retirement Llc | 621,703 | $1.8B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 1.41 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • 2% OF NET WORTH OR ASSETS FOR FINANCIAL PLANNING CLIENTS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $229M (50% of AUM) Jul 2026
- Charles Schwab & Co. $212M (47% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗