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Altamonte Springs, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cssc Brokerage Services, Inc. | Winter Park | FL | 02/2007 | 05/2018 |
| Cssc Investment Advisory Services | Winter Park | FL | 02/2007 | 05/2018 |
| Trotter & Soulsby, P.A. | The Villages | FL | 08/2014 | Present |
| Onefirm Consulting, Llc | Winter Garden | FL | 05/2018 | Present |
NOEL R. PARK CRUT U/A DATED 12/06/2007, NON INVESTMENT RELATED, 419 Tierra Verde Lane, Winter Garden, FL 34787, TRUST ADMINISTRATION, SOLE SUCCESSOR TRUSTEE, 3/24/08, 16 HRS/MONTH, SERVE AS TRUSTEE IN ADMINISTERING THE TRUST PURSUANT TO ITS PROVISIONS; NOEL R. PARK FAMILY TRUST, NON INVESTMENT RELATED, 419 TIERRA VERDE LANE WINTER GARDEN FL, TRUST ADMINISTRATION AND OVERSIGHT, TRUST ADVISOR, 3/24/08, 16 HRS/MONTH, TRUST ADVISOR OF TRUST SUCH THAT I DIRECT THE TRUSTEE IN HOW THE TRUST IS TO BE ADMINISTERED IN ACCORDANCE WITH THE TERMS OF THE TRUST; INSURANCE PRODUCER, 10/26/07, 3 HRS/MONTH, MEET WITH CLIENTS REGARDING INSURANCE NEEDS; TROTTER & SOULSBY, NON INVESTMENT-RELATED, 541 FIELDCREST DRIVE THE VILLAGES FL 32162, LEGAL SERVICES, ATTORNEY/PARTNER, 8/1/14, 144 HRS/MONTH, MEET WITH CLIENTS, DELEGATE TO STAFF, PREPARE LEGAL DOCUMENTS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-19 |
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