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Riverview, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-19 |
| TX | RA | APPROVED_RES | 2023-05-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mml Investors Services, Inc. | Pittsburgh | PA | 07/2002 | 12/2016 |
| The Wealth Consuslting Group | New Castle | PA | 12/2016 | 02/2019 |
| Treloar & Heisel, Inc. | New Castle | PA | 08/2002 | 12/2019 |
| State Farm | Apollo Beach | FL | 02/2019 | 12/2021 |
| Alafia Consulting, Llc | Riverview | FL | 01/2022 | Present |
| Iliad Wealth Solutions | Phoenix | AZ | 05/2022 | 02/2023 |
| Lpl Financial Llc | New Castle | PA | 06/2016 | 09/2020 |
| Mass Mutual | Riverview | FL | 12/2021 | 05/2024 |
| Cp Financial Advisory, Llc | Riverview | FL | 04/2023 | Present |
Alafia Consulting LLC - not investment related - Riverview, FL - business development for startup companies - CEO - 01/2022 - 3 - 3.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-30 |
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