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1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-03-20 |
Branch Locations
1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
1782 Ravenna Way, Roseville, CA 95747 • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2013 | 03/2018 |
| Investacorp Inc | Miami | FL | 03/2018 | 07/2020 |
| Investacorp Advisory Services | Miami | FL | 03/2018 | 07/2020 |
| Securities America, Inc. | Roseville | CA | 07/2020 | 09/2022 |
| Securities America Advisors, Inc. | Roseville | CA | 07/2020 | 09/2022 |
| Packerland Brokerage Services | Green Bay | WI | 05/2023 | Present |
| Strategery Advisors | Rose Hill | CA | 07/2020 | 05/2023 |
| Api Financial Advisors, Llc | Rockledge | FL | 03/2025 | Present |
LICENSED INSURANCE AGENT (FIXED INSURANCE); INVESTMENT RELATED; CALIFORNIA; SALE OF INSURANCE PRODUCTS; 10 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-29 |
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