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1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2025-03-18 |
Branch Locations
7304 Lakewood Dr. W Suite 22, Lakewood, WA 98499 • 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 |
|---|---|---|---|---|
| Api Financial Advisors, Llc | Rockledge | FL | 03/2025 | Present |
| Symmetry Financial Group | Nampa | ID | 09/2017 | Present |
| United States Navy | Jacksonville | FL | 03/2012 | 03/2018 |
1.) SYMMETRY FINANCIAL GROUP; OWNER AND LICENSED INSURANCE AGENT; INVESTMENT RELATED; WASHINGTON; SALES OF INSURANCE PRODUCTS; 09/2017; 32 HRS/MO 2.) NATIONAL FINANCIAL EDUCATORS' COUNCIL; NON-INVESTMENT RELATED; WASHINGTON; TEACHES FINANCIAL LITERACY EDUCATION WORKSHOPS; 8 HRS/MO; 3.) AUDREE B. FINANCIAL; NON-INVESTMENT RELATED; WASHINGTON; COACHES CLIENTS ON BUDETING, DEBT ELIMINATION, AND BASICS OF FINANCIAL LITERACY; 8 HRS/MO
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
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