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Current Employers
Green Beret Financial Planning

1317 Edgewater Drive Suite 3752, Orlando, FL 32804 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-30
  • FL RA
    APPROVED
    Since 2026-01-30

Branch Locations

1317 Edgewater Drive Suite 3752, Orlando, FL 32804 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Primerica Financial Services Orlando FL 10/1996 Present
Pfs Investments Inc. Orlando FL 10/2021 09/2025
Us Army Fort Bragg NC 08/2015 07/2018
Us Army Fort Benning GA 07/2018 Present
Morrow Nashville TN 08/2025 Present
Gbfp, Llc Dba Green Beret Financial Planning Orlando FL 10/2025 Present
  • 10/1996 → Present
    Primerica Financial Services
    Orlando, FL
  • 10/2021 → 09/2025
    Orlando, FL
  • 08/2015 → 07/2018
    Us Army
    Fort Bragg, NC
  • 07/2018 → Present
    Us Army
    Fort Benning, GA
  • 08/2025 → Present
    Morrow
    Nashville, TN
  • 10/2025 → Present
    Gbfp, Llc Dba Green Beret Financial Planning
    Orlando, FL
Previous Registrations
Other Businesses

1. Owner and Bilingual Financial Coach, Morrow Group, Inc.; not investment-related; same address; ~50% of time. 2. Licensed insurance professional; same address; not investment-related; less than 10% of time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-12
S63 Uniform Securities Agent State Law Examination 2021-10-25
  • S65 Uniform Investment Adviser Law Examination
    2022-05-12
  • S63 Uniform Securities Agent State Law Examination
    2021-10-25
Designations
Other Names
  • Julio Enrique Rivera Morales

View on SEC IAPD

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