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242 Main Street, Staten Island, NY 10307 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-08-16 |
Branch Locations
2 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 |
|---|---|---|---|---|
| Odalis M. Lopez Financial Associates, Llc | Maimi | FL | 01/2006 | Present |
| Sterling Benefits Group, Llc | Miami | FL | 01/2006 | Present |
| G.A. Repple And Company | Casselberry | FL | 07/2016 | 06/2017 |
| Chelsea Financial Services | Staten Island | NY | 07/2019 | Present |
| Ifs Securities | Miami | FL | 10/2017 | 03/2019 |
| Chelsea Advisory Services | Staten Island | NY | 07/2019 | Present |
STERLING BENEFITS GROUP, LLC, 8271 SW 35 TERR, MI, FL 33155. NON INVESTMENT RELATED SINCE 01/2006 AND I SPEND APPROX. 20 HOURS PER MONTH ON THIS ACTIVIY. SALES AGENT FOR VARIOUS HEALTH INSURANCE COMPANIES. ODALIS M. LOPEZ FINANCIAL ASSOCIATES LLC, SAME ADDRESS, NON INVESTMENT RELATED SINCE 01/2006 AND I SPEND APPROX. 20 HOURS PER MONTH ON THIS ACTIVITY. SALES OF LIFE INSURANCE AND ANNUITIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-28 |
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