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2200 Century Parkway Suite 500, Atlanta, GA 30345 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED | 2018-03-07 |
Branch Locations
801 International Parkway Floor 5, Lake Mary, FL 32746 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 01/2015 | Present |
-1- MONEY CONCEPTS. INVESTMENT RELATED. DOING BUSINESS FROM 801 INTERNATIONAL PARKWAY, 5TH FLOOR, LAKE MARY, FL 32746. DBA FOR FINANCIAL SERVICES AND FIXED INSURANCE SALES OFFERED THROUGH BD/RIA. OWNER/SOLE PROPRIETOR. 1991. 200 HOURS/MONTH, DURING TRADING. FINANCIAL SERVICES AND INSURANCE SALES. -2- SHELL ROAD, LLC. NOT INVESTMENT RELATED. 102 S. SHELL ROAD, DEBARY, FL 32713. RESIDENTIAL RENTAL PROPERTY. OFFICER. 06/2016. 3 HOURS/MONTH, 0 DURING TRADING. OFFICER. -3- HAGAR MHP. NOT INVESTMENT RELATED. DEBARY, FL. REAL ESTATE - RENTAL PROPERTY. OWNER. 1/2020. 10 HOURS/MONTH, 2 DURING TRADING. MANAGE RENTAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-09 |
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