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631 W. Morse Blvd. Suite 115, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-25 |
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 |
|---|---|---|---|---|
| Allgen Financial Services, Inc. | Orlando | FL | 05/2015 | 01/2019 |
| Charles Schwab & Co., Inc. | New York | NY | 01/2019 | 06/2022 |
| Altfest Personal Wealth Management | New York | NY | 06/2022 | 02/2023 |
| Allgen Financial Advisors, Inc. | Orlando | FL | 02/2023 | 02/2026 |
| Advus Financial Partners, Llc | Winter Park | FL | 02/2026 | Present |
1) CFA Society Orlando; investment-related; 915 E High St, Charlottesville, VA 22902; Information and education provider for CFA members; Vice President of the CFA Society Orlando Board; July 2023; less than 10 hours/month, none during securities trading hours
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-08-03 |
| S65 | Uniform Investment Adviser Law Examination | 2015-11-24 |
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