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11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-04-14 |
Branch Locations
11440 Jog Road, Palm Beach Gardens, FL 33418 • United States
550 W. Orangethorpe Ave. Suite A, Placentia, CA 92870 • United States
11440 Jog Road, Palm Beach Gardens, FL 33418 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Corecap Investments, Inc | Southfield | MI | 10/2015 | 05/2018 |
| Crown Capital Securities, Lp | Orange | CA | 05/2018 | 10/2022 |
| Fit Strategic Advisors Llc | Placentia | CA | 04/2019 | 01/2024 |
| Independent Insuranc Agent | Placentia | CA | 01/2006 | 01/2024 |
| Corecap Advisors | Southfield | MI | 07/2017 | 05/2018 |
| Pruco Securities Llc | Orange | CA | 01/2024 | 11/2024 |
| The Prudential Insurance Company Of America | Orange | CA | 01/2024 | 11/2024 |
| Lpl Enterprise, Llc | Orange | CA | 11/2024 | 02/2025 |
| Massmutual Life Insurance Company | Newport Beach | CA | 11/2024 | 04/2025 |
| Mml Investors Services, Llc | Newport Beach | CA | 03/2025 | 04/2025 |
| Money Concepts Capital Corp | Palm Beach Gardens | FL | 04/2025 | Present |
FIT Planning Group; since 4/7/25; non-investment related; Employee; Offer Fixed and Indexed Insurance products such as Life, Annuity, Disability, and Long Term Care; 20 hours during trading hours; 20 hours during non-trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-09 |
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