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12921 Sw 1St Rd. Suite 215, Tioga, FL 32669 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-09 |
Branch Locations
12921 Sw 1St Rd. Suite 215, Tioga, FL 32669 • United States
275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-06-02 |
Branch Locations
12921 South West 1St Road Suite 215, Tioga, FL 32669 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors Llc | Denver | CO | 03/2015 | 05/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | Present |
| Lowry Financial Advisors, Inc. | Tioga | FL | 06/2017 | Present |
1) Fixed insurance sales, as of 2017, Less than 1% of time spent during business hours. Investment related. Conducted from branch location. 2) Consultant, Cale Flage; business consulting; Located in Gainesville, FL, as of 2019; 2% of time spent during business hours; Not Conducted at branch location; Not Investment related. 3) IAR of Lowry Financial Advisors, Inc. offering financial planning services. 25% of time spent during business hours. Investment related, at branch location.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2015-04-30 |
| S65 | Uniform Investment Adviser Law Examination | 2014-08-04 |
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