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1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-05-24 |
Branch Locations
1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transamerica Financial Advisors, Inc | Winter Park | FL | 04/2020 | 02/2023 |
| World Financial Group, Inc. | Winter Park | FL | 10/2019 | 02/2023 |
| Triple Diamond Plastics | Liberty Center | OH | 09/2012 | 03/2023 |
| Space Coast Score | Melbourne | FL | 11/2021 | 04/2023 |
| Api Financial Advisors, Llc | Rockledge | FL | 05/2023 | Present |
SYMMETRY FINANCIAL GROUP; INSURANCE LICENSED; INVESTMENT RELATED; ROCKLEDGE FL; INSURANCE SALES; STATE DATE; 01/2020; 20 HRS A MONTH DURING TRADING
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2020-11-20 |
| S65 | Uniform Investment Adviser Law Examination | 2020-09-28 |
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