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100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-06-20 |
Branch Locations
100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allgen Financial Advisors, Inc. | Orlando | FL | 06/2018 | Present |
| Karen Vergara, P.A. | Orland | FL | 01/2017 | 12/2017 |
| Hbif Of Florida | Orlando | FL | 10/2015 | 12/2016 |
| Independent Insurance Agent | Orlando | FL | 09/2008 | 05/2019 |
01/2014 - Present, Dynasty Concept Group, LLC, Not investment-related. Owner of real estate management entity. Spends approximately 3-hours a month performing administrative functions and operational oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-06-02 |
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