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3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| OK | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2023-11-07 |
Branch Locations
3030 N Rocky Point Dr W Suite 150, Tampa, FL 33607 • United States
3030 Nw Expressway, Suite 300, Oklahoma City, OK 73112 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Family Legacy Group | Oklahoma City | OK | 01/2012 | Present |
| American Private Equity, Llc | Tampa | FL | 04/2014 | 12/2019 |
| Aflg Insurance | Tampa | FL | 01/2017 | 06/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-30 |
| S65 | Uniform Investment Adviser Law Examination | 1992-05-27 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-05 |
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