Address

520 S Florida Ave
Lakeland, FL 33801

Email

Name:
Email:
Telephone/Cell:
Address:
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Message:
 

Phone

863.687.3679 Telephone
863.688.0111 Fax
800.582.1934 Toll Free

Contact List
Paul Balog   Chief Trader
Compliance Support
Kathy Holeman x208 Company Appointments
Selling Agreements
Unpaid commission
All other issues not otherwise covered    
Susan Jewell x212 Executive Director
Peggy Lee x215 New Accounts for non-brokerage (direct apps)
Dave Locy x204 All compliance issues
Cheri Maloney x209 Rep Liaison
Representative Transition Support
State Registrations
Eric Prosser   Recruiter
Becky Rayborn x219

Office Support Staff
Broker Dealer Change Forms

Brenda Sherman x201 Receptionist
Bobbi Simmons x214 Paid Commissions
Carol  Tratar x218 New Accounts for First Southwest
Tony Turbeville x230 President & CEO
Denise Zumbrun x225 Trading Support
Compliance Support