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300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2020-02-06 |
| FL | RA | APPROVED | 2020-02-05 |
Branch Locations
300 International Parkway Suite 350, Lake Mary, FL 32746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mometrix Media Llc | Beaumont | TX | 05/2014 | 05/2017 |
| Newport Group, Inc. | Walnut Creek | CA | 06/2014 | 11/2017 |
| Newport Group Securities, Inc. | Lake Mary | FL | 06/2014 | 11/2017 |
| Valmark Securities, Inc. | Akron | OH | 12/2017 | 04/2019 |
| Valmark Advisers, Inc | Akron | OH | 01/2018 | 04/2019 |
| Capacuity, Llc | Lake Mary | FL | 01/2020 | Present |
| Capacuity Securities, Inc. | Lake Mary | FL | 04/2019 | Present |
May perform various activities for CapAcuity Consulting LLC or CapAcuity LLC which is affiliated by common ownership with CapAcuity Securities Inc. Hours and responsibilities may vary. This individual is a registered investment adviser with CapAcuity LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2011-11-14 |
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