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Allen Curtis Forrest

Fr Financial Advisors LLC

Coral Springs, FL

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Current Employers
Fr Financial Advisors Llc

5521 University Drive Suite 104, Coral Springs, FL 33067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2005-08-08
  • FL RA
    APPROVED
    Since 2005-08-08

Branch Locations

5521 University Drive Suite 104, Coral Springs, FL 33067 • 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
Fr Financial Advisors, Llc Coral Springs FL 05/2005 Present
Forrest Fliegel, Pllc Coral Springs FL 01/2019 06/2019
Forrest Robinson, Pllc Coral Springs FL 01/2020 Present
Forrest & Rubin, Llc Coral Springs FL 01/2005 12/2019
  • 05/2005 → Present
    Coral Springs, FL
  • 01/2019 → 06/2019
    Forrest Fliegel, Pllc
    Coral Springs, FL
  • 01/2020 → Present
    Forrest Robinson, Pllc
    Coral Springs, FL
  • 01/2005 → 12/2019
    Forrest & Rubin, Llc
    Coral Springs, FL
Previous Registrations
  • 2004-08-05 → 2005-08-16
    Kovack Securities Inc.
    Coral Springs, FL
Other Businesses

1) FR FINANCIAL INSURANCE 5521 UNIVERSITY DRIVE, SUITE 104 CORAL SPRINGS, FL 33067 NON-INVESTMENT RELATED INSURANCE AGENT FOR THE SALE OF INSURANCE, (FIXED LIFE, DI, LTC, HEALTH AND/OR GROUP BENEFIT) AND FIXED ANNUITIES APRIL 2012 TO PRESENT DEVOTES 5-10 HRS/MONTH WITH 5-10 HRS DURING SECURITIES TRADING HOURS. 2) FORREST REALTY, LLC 5521 UNIVERSITY DRIVE, SUITE 104 CORAL SPRINGS, FL 33067 MANAGER FROM JUNE 2004 TO PRESENT NON-INVESTMENT RELATED REAL ESTATE HOLDING COMPANY ALLEN C. FORREST DOES NOT HAVE AN ACTIVE ROLE. THIS IS A PASSIVE INVESTMENT. 0 HOURS ARE DEVOTED TO THIS POSITION 3) ALLEN C. FORREST, P.A. 5521 UNIVERSITY DRIVE, SUITE 104 CORAL SPRINGS, FL 33067 NON-INVESTMENT RELATED PRESIDENT, JANUARY 1998 TO PRESENT HOLDING COMPANY THAT OWNS THE OWNERSHIP INTEREST IN THE CPA FIRM FORREST ROBINSON PLLC AND HAS NO OTHER BUSINESS PURPOSE. ALLEN FORREST HAS NO ACTIVE ROLE. IT IS A PASSIVE INVESTMENT. 0 HOURS ARE DEVOTED TO THIS POSITION 4)FORREST ROBINSON PLLC CORAL SPRINGS, FL NON-INVESTMENT RELATED ACCOUNTING FIRM PARTNER, JANUARY 2020 TO PRESENT MR. FORREST DIVIDES HIS TIME BETWEEN FR FINANCIAL ADVISORS, LLC AND THE ACCOUNTING PRACTICE AS NEEDED.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-29
  • S66 Uniform Combined State Law Examination
    1999-12-29
Designations

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