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203 Hillcrest Street, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-03-09 |
| TX | RA | APPROVED | 2022-03-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Triloma | Winter Park | FL | 06/2015 | 09/2019 |
| Triad Advisors | Norcross | GA | 09/2019 | 02/2022 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 12/2025 |
| Stonebridge Financial Planning Group, Llc | Orlando | FL | 03/2022 | Present |
1. Fixed insurance sales; as of 1/22/2024; Less than 1% of time spent during business hours; Conducted at branch location; Investment related. 2. Orange County Public Schools; Not Investment related; Located at 2100 Summerfield Rd, Winter Park, FL 32792; 3. Water Polo Coach; as of 2006; Approximately 0% of time spent during business hours; Not Conducted at branch location;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-19 |
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