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631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Inclusiv Dba Frs Partners | Winter Park | FL | 09/2012 | 01/2017 |
| Gibson Truck World | Sanford | FL | 07/2014 | 08/2018 |
| Planmember Securities Corporation | Winter Park | FL | 02/2015 | 12/2018 |
| Us Employee Benefits Services Group Llc | Winter Park | FL | 03/2015 | 12/2018 |
| Bencor, Inc. | Winter Park | FL | 03/2015 | 12/2018 |
| Us Retirement Partners (Usrp) | Winter Park | FL | 01/2015 | 12/2018 |
| Oak Square Advisors, Inc. | Winter Park | FL | 10/2018 | 06/2022 |
| Planmember Securities Corporation | Winter Park | FL | 09/2018 | 12/2018 |
| J.D.G. Associates, Inc. D/B/A Frs Partners | Winter Park | FL | 02/2017 | 03/2022 |
| J.D.G. Associates, Inc. D/B/A Oak Square Insurance Services | Winter Park | FL | 10/2018 | 03/2022 |
| Advus Financial Partners, Llc | Winter Park | FL | 06/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
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