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100 Crown Oak Centre Drive, Longwood, FL 32750 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2018-11-06 |
| FL | RA | APPROVED | 2014-06-30 |
Branch Locations
100 Crown Oak Centre Drive, Longwood, FL 32750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kalos Capital, Inc. | Alpharetta | GA | 07/2012 | 05/2017 |
| Sdr Investment Management, Inc | Longwood | FL | 01/2009 | Present |
| Primary Capital, Llc | New York | NY | 06/2017 | 10/2019 |
| International Assets Advisory, Llc | Longwood | FL | 10/2019 | 05/2023 |
1) SFG, LLC., dba EXECUTIVE INSURANCE OF CENTRAL FL 100 CROWN OAK CENTRE DRIVE, LONGWOOD, FL 32750 - LIFE AND FIXED INSURANCE - LICENSED INSURANCE AGENT SINCE 06/2014 - APPROX 10 HRS/MO - COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-26 |
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