Avi Joseph Mesch

Current Employers

Employment History

• 04/1997 → Present
  Principal Securities Inc
  Coral Springs, FL
• 07/1998 → Present
  Principal Life Insurance Company
  Coral Springs, FL
• 02/2014 → 10/2017
  Crg Financial Group
  Miramar, FL
• 01/2026 → Present
  Dbg Financial Group
  Coral Springs, FL
• 01/2026 → Present
  One Source Advisory
  Coral Springs, FL

Other Businesses

**OUTSIDE INSURANCE, BROKER, LIFE, LTC, DI, FIXED ANNUITIES, 2/21/14. **AJM Financial Inc; Not Investment Related; Miramar, FL; Owner; Corporation in order to open a business checking account for tax purposes. This is all he use it for. 100% owner.; Start Date: 07/12/2006; na hrs per month; na during trading hours. **INSURANCE / DBG Financial Group (DBA) POSITION: dbg financial group NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2026 ADDRESS: 1750 n. uinv. dr., #221, coral springs FL 33071, United States DESCRIPTION: We will be working to refer business to DBG Financial Group, Inc to sell group health, ancillary and Medicare & individual health plans. They work with large national companies such as United and Aetna and then send the referral commission directly to me as a licensed agent. **INSURANCE / One Source Advisory (DBA) POSITION: Financial advisor NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2026 ADDRESS: 1750 n. univ. dr., #221, coral springs FL 33071, United States DESCRIPTION: One Source Advisory was established to work as a DBA for a group of advisors and Property & Casualty Insurance providers to market their practices to each other's client bases and work together to provide enriched solutions to their clients and work together a team.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-28
• S63 Uniform Securities Agent State Law Examination
  1996-06-07

Designations