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1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-01-23 |
Branch Locations
1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transam Securities, Inc. | Altamonte Springs | FL | 01/2018 | 07/2021 |
| Usps | Leesburg | FL | 08/2016 | 09/2017 |
| Scps | Lake Mary | FL | 09/2017 | 01/2018 |
| Certified Advisory Corp | Altamonte Springs | FL | 01/2018 | Present |
| Fortune Financial Services | Monaca | PA | 03/2021 | Present |
| Certified Insurance Corp | Altamonte Springs | FL | 09/2018 | Present |
IAR - employee of Certified Financial Group since 12/2017 Para Planner - Certified Advisory Corp - help service book of business of another rep since 12/2017
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-09 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-07 |
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