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Paul Andrew Mazon

Allgen Financial Advisors, Inc.

Orlando, FL

CRD 7318535

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Employer firm

Allgen Financial Advisors, Inc. CRD 126877

$475M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-12-09
  • FL RA
    APPROVED
    Since 2020-12-09

Branch Locations

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • 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
Allgen Financial Advisors, Inc. Orlando FL 11/2020 Present
Chep (U.S.A.), Inc. Orlando FL 07/2007 06/2020
Unemployed Orlando FL 07/2020 11/2020
  • 11/2020 → Present
    Allgen Financial Advisors, Inc.
    Orlando, FL
  • 07/2007 → 06/2020
    Chep (U.S.A.), Inc.
    Orlando, FL
  • 07/2020 → 11/2020
    Unemployed
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-06
  • S65 Uniform Investment Adviser Law Examination
    2020-11-06

View on SEC IAPD

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