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1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-08-13 |
Branch Locations
1111 Douglas Avenue, Altamonte Springs, FL 32714 • United States
1111 Douglas Avenue, Altamonte Springs, FL 32714 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
1.) Investment Advisory Rep with Certified Advisory Corp 2.) Agent/Sales Rep with Certified Insurance Corp
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-25 |
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