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1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-03-09 |
Branch Locations
1420 Celebration Blvd. Suite 109, Celebration, FL 34747 • United States
Fuquay Varina, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 10/2021 | 08/2022 |
| Usfalcon, Inc. | Cary | NC | 06/2014 | 01/2022 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2022 | 08/2022 |
| Lpl Financial Llc | Fuquay Varina | NC | 08/2022 | Present |
| Good Life Advisors, Llc | Fuquay Varina | NC | 02/2025 | Present |
1) 9/2022- Citadel Financial Planning- DBA for LPL Business (entity for LPL business)- inv. related-Fuquay Varina, NC 2) 1/26/2023 - No Business Name - Investment Related - Home Based - Non-Variable Insurance - Life Insurance Agent - Start Date - 11/28/2022 - 4 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-12-23 |
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