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1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-07-21 |
Branch Locations
1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
13023 Arborwalk Lane, Tustin, CA 92782 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Next Financial Group Inc | New Braunfels | TX | 08/2007 | 04/2025 |
| Api Financial Advisors, Llc | Rockledge | FL | 07/2025 | Present |
| Neal Quon Insurance - Retire Different | Santa Ana | CA | 05/2020 | Present |
1) NEAL QUON INSURANCE - RETIRE DIFFERENT; INSURANCE AGENT; INSURANCE SALES, FIXED ANNUITIES; LIFE / HEALTH; 51 HRS/MO; 08/16/2007; 183 E City Place Dr, Santa Ana CA 92705, United States; SALES AND SERVICE OF INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-04 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-22 |
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