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Casselberry, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-02 |
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 |
|---|---|---|---|---|
| Carreras Financial Services, Inc | West Palm Beach | FL | 11/2001 | Present |
| Ameritas Investment Corp | Lincoln | NE | 10/2003 | 01/2022 |
| 20/20 Capital Management, Inc. | Costa Mesa | CA | 02/2019 | 01/2023 |
| 20/20 Financial Advisors | West Palm Beach | FL | 05/2019 | 01/2023 |
| Private Client Services | West Palm Beach | FL | 01/2022 | 12/2024 |
| Prime Capital Investment Advisors | Overland Park | KS | 04/2022 | 01/2026 |
| Iwg Investment Advisors, Llc | Casselberry | FL | 01/2026 | Present |
1) LIFE AND HEALTH SALES. 119 LAKE SUSAN DR, WEST PALM BEACH, FL 33411. SELL LIFE & HEALTH INS. - Carreras Financial Services, Inc. - PRESIDENT AND SALES. 20 HRS/MO; 10 DURING TRADING HRS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-11 |
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