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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-09-20 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
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 |
|---|---|---|---|---|
| Covalent Scientific Industries | Lakeland | FL | 04/2006 | Present |
| Ccf Investments Inc. | Greensboro | GA | 06/2014 | 06/2017 |
| Capital Choice Investment Advisers, Inc. | Greensboro | GA | 03/2017 | 06/2017 |
| Capital Choice Financial Services | Greensboro | GA | 05/2014 | 09/2019 |
| Ameritas Investment Corp | Lincoln | NE | 06/2017 | 09/2019 |
| Allebach Financial Solutions Llc | Orange City | FL | 08/2018 | Present |
INSURANCE SALES; SAME AS BRANCH; INV REL; AGENT; START DATE=5/2014; HRS/MO=20; TRADING HRS/MO=15; SALES * Allebach Financial Solutions LLC; same as branch; non-inv rel; selling and servicing of health insurance; Managing Member; start date=08/2018; hrs/mo=30; trading hrs/mo=15; owner and agent selling group, individual and medicare health insurance, providing administrative duties to support the business and agents * CFOA; same as residence; non-inv rel; officiate high school football games in the Fall; Sports Official; start date=10/2018; hrs/mo=28; trading hrs/mo=0; enforce the rules of the game ORANGE CITY BLUE SPRING MANATEE FESTIVAL INC POSITION: President NATURE: Festival/event INVESTMENT RELATED: Is Not Investment Related START DATE: 2023-04-14 HOURS: 5 hours per month SECURITIES TRADING HOURS: 0 hours per month during trading hours DESCRIPTION: Help plan community festival ENTRUST ESTATE SOLUTIONS LLC INVESTMENT RELATED: Is Not Investment Related, ADDRESS: "PO BOX 6300431, NA, Highlands Ranch, CO, 80163, United States", Wills and Trust preparation service, referral agent, 8/20/2025, 4 hours per month, 4 hours per month during trading hours, DESCRIPTION: We are only a referral agent for the company. We are only paid a referral fee if the referral engages the services of Entrust to assist in preparation of a will and trust.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-26 |
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