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St. Augustine, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Fort Financial Advisors Llc | St. Agustine | FL | 03/2026 | Present |
| Hagen Pay Inc. | Southlake | TX | 03/2023 | Present |
| 283-303 East Main Street Llc | Ashland | OR | 08/2012 | Present |
| Deleon Trio Ventures Llc | Ashland | OR | 08/2012 | Present |
1.) Hagen Pay Inc.; Non-Investment Related; Consultant; 03/2023; Approx 20% of time. 2.) 283-303 East Main Street LLC; Non-Investment Related; Managing Member; 08/2012; Approx 20% of time. 3.) Deleon Trio Ventures LLC; Investment Related; Managing Member; 08/2012; Approx 5% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
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