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1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-26 |
Branch Locations
472 Forrest Park Circle, Franklin, TN 37064 • United States
1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Symmetry Financial Group | Franklin | TN | 11/2013 | Present |
| Api Financial Advisors, Llc | Franklin | TN | 11/2024 | Present |
1.) SYMMETRY FINANCIAL GROUP; INVESTMENT RELATED; FRANKLIN, TN; AGENCY OWNER & LICENSED INSURANCE AGENT; SALE OF INSURANCE PRODUCTS; 11/2013; 40 HRS/WK 2.) GR8 VAS; NON-INVESTMENT RELATED; FRANKLIN, TN; OWNER; VIRTUAL ASSISTANCE MATCHING SERVICE; 10 HRS/WK
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-15 |
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