Michael Lionel Mendes

Current Employers

Employment History

• 01/2007 → 09/2025
  Bankers Life And Casualty
  Coral Gables, FL
• 05/2016 → 09/2025
  Bankers Life Securities, Inc.
  Coral Gables, FL
• 01/2007 → 09/2025
  Bankers Life And Casualty
  Coral Gables, FL
• 01/2007 → 09/2025
  Bankers Life
  Coral Gables, FL
• 05/2017 → 09/2025
  Bankers Life Advisory Services
  Coral Gables, FL
• 09/2025 → Present
  Integrity Alliance, Llc
  Davie, FL
• 09/2025 → Present
  American Senior Benefits
  Davie, FL

Previous Registrations

• 2017-07-05 → 2025-09-03
  Bankers Life Advisory Services, Inc.
  Coral Gables, FL
  Chicago, IL
  Plantation, FL
  Sunrise, FL
• 2014-10-30 → 2016-05-27
  Concourse Financial Group Securities, Inc.
  Coral Gables, FL
  Birmingham, AL
  Coral Gables, FL
  Birmingham, AL
• 2007-02-09 → 2009-08-31
  Uvest Financial Services Group, Inc.
  Plantation, FL
  Charlotte, NC
  Plantation, FL
• 2005-03-15 → 2005-09-30
  Barry Financial Group Inc
  Boca Raton, FL
• 2001-08-15 → 2003-01-08
  Morgan Stanley Dw Inc.
  Aventura, FL

Other Businesses

1. My Citadel Insurance; Investment-related; 351 SW 136th Ave, Ste 203, Davie, FL 33325; Insurance Sales; President; 9/02/2025; 60 hours per month; 30 hours during securities trading hours; Recruit new agents, Provide training, utilize insurance products with clients. 2.CITADEL WEALTH POSITION: Owner NATURE: I would like to add personal income tax preparation tp the services we provide. I have taken and passed all the courses necessary for the EA designation by the IRS and am waiting for the application to be processed. In the mean time I would like to prepare 1040 tax returns for our clients. INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 120 START DATE: 09/02/2025 ADDRESS: 351 SW 136th Ave, Ste 203, Davie FL 33325, DESCRIPTION: I am the President and head all operations. I provide retirement plans and financial products to clients including investment advisory services. I oversee our marketing contractors. We assist client's in estate planning execution and would like to add tax services. 3. American Senior Benefits; investment-related; 351 SW 136th Ave, Ste 203, Davie, FL 33325; Insurance agency development and sales; Regional Sales Manager; 09/02/2025; 80 hours per month; 60 hours during securities trading hours; Recruit, train, develop insurance agents while producing by selling insurance products to the public. 4. Snug; Estate Planning via 3rd party estate planning software; 351 SW 136th Ave, Ste 203, Davie, FL 33325; 10/31/2025; 10 hours per month, 5 hours during securities trading hours; Guiding families through the software to create an estate plan, and collecting fees. CITADEL WEALTH POSITION: Owner NATURE: Guiding families through the software to create an estate plan and collecting fees. INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 6 START DATE: 10/31/2025 ADDRESS: 305 SW 136th Ave, 203, Davie FL 33325, United States DESCRIPTION: Guiding families through the software to create an estate plan and collecting fees.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-23
• S65 Uniform Investment Adviser Law Examination
  2005-03-14