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3322 Clay Ave, Orlando, FL 32804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-11-08 |
| VA | RA | APPROVED | 2022-05-20 |
| FL | RA | APPROVED | 2019-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Independent Financial Partners | Orlando | FL | 04/2015 | 01/2020 |
| Delgado Wealth Management, Llc; Dba Wisdom Planning Group | Orlando | FL | 08/2014 | Present |
(1) 09/02/2014: Delgado Wealth Management - DBA ONLY (2) Insurance agent; 215 licensed; various appointments. Receive commissions for insurance sales, such as term and fixed annuities. Name of outside business: Insurance License; Location of the business: 3322 Clay Ave Orlando FL 32804 United States; oba street address: 3322 Clay Ave;oba city: Orlando;oba state: FL;oba zip code: 32804;oba country: United States;Description of the business: Life Insurance sales;Position Title: Agent;Responsibilities Duties: Sale of life insurance and fixed annuities in accordance with Florida 2-15 license;Start date with business: 2012-09-10; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 10; Will an IRS form for income earned be received: Yes;
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-03-31 |
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