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1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-10-03 |
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 | 06/2008 | 09/2022 |
| Transam Securities, Inc. | Altamonte Springs | FL | 01/2011 | 09/2022 |
| Maitland Securities, Inc. | Altamonte Springs | FL | 01/2011 | 07/2019 |
| Maitland Securities, Inc. | Altamonte Springs | FL | 01/2011 | 09/2019 |
| Certified Advisory Corp | Altamonte Springs | FL | 09/2011 | Present |
| Maitland Securities, Inc. | Altamonte Springs | FL | 12/2011 | 07/2019 |
| Certified Financial Group, Inc. | Altamonte Springs | FL | 03/2013 | Present |
| Certified Insurance Corp | Altamonte Springs | FL | 06/2013 | Present |
| Certified Insurance Corp | Altamonte Springs | FL | 09/2017 | Present |
| Fortune Financial Services | Monaca | PA | 03/2021 | Present |
1. RIA - Certified Advisory Corp - advisor, paraplanner, money manager, principal since 08/31/2008 agent - 2. Certified Insurance Corp - rep is agent and President. 3. Certified Financial Group - President
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-06-10 |
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