Paul Roldan

Current Employers

Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2011-03-30
FL	RA	APPROVED	2007-05-01

TX RA
APPROVED

Since 2011-03-30
FL RA
APPROVED

Since 2007-05-01

Branch Locations

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Allgen, Inc.	Orlando	FL	09/2006	Present

09/2006 → Present

Allgen, Inc.

Orlando, FL

Previous Registrations

2003-05-22 → 2007-05-03

Raymond James Financial Services, Inc.

Orlando, FL

Orlando, FL

Heathrow, FL
2004-07-01 → 2005-11-29

Heritage Financial Services, Llc

Winter Park, FL
1999-12-21 → 2003-05-16

Equity Services, Inc.

Winter Park, FL

Other Businesses

THE INTELLIGENT OFFICE, NON-INVESTMENT RELATED. 301 E PINE ST, STE 150 ORLANDO FL 32801. VIRTUAL OFFICE SPACE AND RECEPTIONISTS. CFO/PARTNER. START 11/07. 12 HOURS/MONTH DEVOTED.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-06-29
S63	Uniform Securities Agent State Law Examination	1996-02-26

S65 Uniform Investment Adviser Law Examination

1999-06-29
S63 Uniform Securities Agent State Law Examination

1996-02-26

View on SEC IAPD

Current Employers

Allgen Financial Advisors, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews