Best Investors Account Sign in
Current Employers
Certified Advisory Corp

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-08-13
  • FL RA
    APPROVED
    Since 2021-08-13

Branch Locations

1111 Douglas Avenue, Altamonte Springs, FL 32714 • United States

1111 Douglas Avenue, Altamonte Springs, FL 32714 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Orlando FL 01/2020 05/2021
Wells Fargo Bank Lake Mary FL 10/2013 01/2020
Seminole State College Sanford FL 08/2014 04/2019
Bank Of America, N.A. Orlando FL 02/2020 05/2021
Fortune Financial Services Monaca PA 06/2021 Present
Certified Advisory Corp Altamonte Springs FL 03/2021 Present
Certified Insurance Corp Altamonte Springs FL 03/2021 Present
  • 01/2020 → 05/2021
    Orlando, FL
  • 10/2013 → 01/2020
    Wells Fargo Bank
    Lake Mary, FL
  • 08/2014 → 04/2019
    Seminole State College
    Sanford, FL
  • 02/2020 → 05/2021
    Bank Of America, N.A.
    Orlando, FL
  • 06/2021 → Present
    Fortune Financial Services
    Monaca, PA
  • 03/2021 → Present
    Altamonte Springs, FL
  • 03/2021 → Present
    Certified Insurance Corp
    Altamonte Springs, FL
Previous Registrations
Other Businesses

1.) Investment Advisory Rep with Certified Advisory Corp 2.) Agent/Sales Rep with Certified Insurance Corp

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-25
  • S66 Uniform Combined State Law Examination
    2020-11-25

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Altamonte Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor