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11253 Rolling Fork Trail, Parrish, FL 34219 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-28 |
| FL | RA | APPROVED | 2025-03-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Caoili Dental Care | Vallejo | CA | 10/2013 | 01/2017 |
| Solano Community College | Fairfield | CA | 01/2015 | 02/2017 |
| Napa County Library | Napa | CA | 02/2016 | 02/2017 |
| San Francisco Aesthetic Dentistry | San Francisco | CA | 05/2017 | 04/2018 |
| Uc - San Francisco | San Francisco | CA | 07/2016 | 04/2018 |
| Stanford University | Palo Alto | CA | 04/2018 | 01/2020 |
| Human Interest | San Francisco | CA | 02/2020 | 05/2021 |
| Florida Financial Advisors | Tampa | FL | 02/2024 | 10/2024 |
| Structionsite | Oakland | CA | 06/2021 | 05/2022 |
| Medely Inc | Santa Monica | CA | 05/2022 | 12/2022 |
| Unemployed | Kyle | TX | 01/2023 | 03/2023 |
| Kohlers Crossing Dental | Kyle | TX | 04/2023 | 08/2023 |
| Texas Dental And Braces | San Antonio | TX | 04/2023 | 04/2024 |
| Trinity Wealth Securities, Llc | Tampa | FL | 08/2024 | 10/2024 |
| Galvez Financial Llc | Parrish | FL | 01/2025 | Present |
Name of other business: Azul Galvez (Independent Insurance Agent) Type of Business: Insurance Investment-related: Yes, for variable insurance products Address of other business: 11253 Rolling Fork Trail, Parrish, FL, 34219 Nature of the business: Life and Annuities Insurance Position: Licensed Insurance Agent Relationship with other business: Licensed Agent Start Date: 02/15/2024 Approximate hours per month: 0 Hours during securities trading hours: 0 Brief description: Licensed Florida 2-14 Life and Variable Annuities insurance agent. License is active. I may recommend insurance and variable products to clients when appropriate. This license and potential conflict of interest is disclosed in Form ADV Parts 1A, 2A, and 2B
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-28 |
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