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Current Employers
Borger Capital Management Llc

1606 Meadowview Road, Wausau, WI 54403 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-09
FL RA APPROVED 2026-04-14
WI RA APPROVED 2025-12-04
  • CA RA
    APPROVED
    Since 2026-06-09
  • FL RA
    APPROVED
    Since 2026-04-14
  • WI RA
    APPROVED
    Since 2025-12-04

Branch Locations

Apopka, FL • United States

1606 Meadowview Road, Wausau, WI 54403 • 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
Charles Schwab & Co., Inc. Orlando FL 08/2022 09/2023
American Income Life Boynton Beach FL 04/2022 06/2022
Qualfon Casselberry FL 08/2021 11/2021
United Healthcare Maitland FL 01/2020 08/2021
Knights Of Columbus Insurance Orlando FL 04/2018 01/2020
Regina Monte Carmeli Co-Op College Park FL 08/2020 05/2021
Saint Scholastica Academy Winter Park FL 08/2018 05/2020
Diocese Of Orlando Orlando FL 01/2017 10/2017
Diocese Of Fort Worth Fort Worth TX 10/2012 12/2016
University Of Dallas Irving TX 08/2016 12/2016
Unemployed Apopka FL 11/2021 04/2022
Unemployed Maitland FL 10/2017 04/2018
Pruco Securities Llc Orlando FL 11/2023 01/2025
The Prudential Insurance Company Of America Orlando FL 01/2024 01/2025
Lpl Enterprise, Llc Orlando FL 11/2024 01/2025
Borger Capital Management Llc Wausau WI 08/2025 Present
Unemployed Apopka FL 01/2025 08/2025
  • 08/2022 → 09/2023
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 04/2022 → 06/2022
    American Income Life
    Boynton Beach, FL
  • 08/2021 → 11/2021
    Qualfon
    Casselberry, FL
  • 01/2020 → 08/2021
    United Healthcare
    Maitland, FL
  • 04/2018 → 01/2020
    Knights Of Columbus Insurance
    Orlando, FL
  • 08/2020 → 05/2021
    Regina Monte Carmeli Co-Op
    College Park, FL
  • 08/2018 → 05/2020
    Saint Scholastica Academy
    Winter Park, FL
  • 01/2017 → 10/2017
    Diocese Of Orlando
    Orlando, FL
  • 10/2012 → 12/2016
    Diocese Of Fort Worth
    Fort Worth, TX
  • 08/2016 → 12/2016
    University Of Dallas
    Irving, TX
  • 11/2021 → 04/2022
    Unemployed
    Apopka, FL
  • 10/2017 → 04/2018
    Unemployed
    Maitland, FL
  • 11/2023 → 01/2025
    Orlando, FL
  • 01/2024 → 01/2025
    The Prudential Insurance Company Of America
    Orlando, FL
  • 11/2024 → 01/2025
    Orlando, FL
  • 08/2025 → Present
    Wausau, WI
  • 01/2025 → 08/2025
    Unemployed
    Apopka, FL
Previous Registrations
Other Businesses

Ecunic; not investment related; Apopka, FL; Ebay sales; sales; start date 8/17; 0 hours/month; 0 trading hours/month; sales of home items General Health; not investment related; Apopka, FL; General Health Sales; Agent; start date 11/23; 0 hours/month; 0 trading hours/month; general health sales ROYALTY (VA0002243573) POSITION: Owner NATURE: Sole use of a copyright INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2020 ADDRESS: 1113 Pavia Drive, Apopka FL 32703, United States DESCRIPTION: Collecting royalties. In 2021, I received about $1,300. Currently, only been receiving around $100 a year.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-19
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S65 Uniform Investment Adviser Law Examination
    2024-01-19
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03
Other Names
  • Carlos Jose Sacasa

View on SEC IAPD

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