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1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-17 |
| FL | RA | APPROVED | 2019-06-04 |
Branch Locations
1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edelman Financial Services Llc | Fairfax | VA | 08/2014 | 05/2018 |
| Ef Legacy Securities, Llc | Henrico | VA | 04/2016 | 05/2018 |
| Triad Advisors Llc | Norcross | GA | 05/2018 | 05/2019 |
| Stonebridge Financial Planning Group | Winter Park | FL | 05/2018 | 05/2019 |
| Certified Advisory Corp | Altamonte Springs | FL | 05/2019 | Present |
| Certified Insurance Corp | Altamonte Springs | FL | 05/2019 | 07/2021 |
Financial Planning Association of Central Florida, Board Member; not investment related; P.O. Box 520310, Longwood, FL 32752;non-profit;volunteer;~2003;.25 hrs/month;0 hrs during trading; assist with the annual FPA call-in in conjunction with the Orlando Sentinel, provide pro-bono financial advice over the phone.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-04 |
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