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Chelsea Erin Arb

Dorman Financial Management, P.A.

Maitland, FL

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Current Employers
Dorman Financial Management, P.A.

557 N. Wymore Road Suite 201, Maitland, FL 32751 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-09-25
  • FL RA
    APPROVED
    Since 2020-09-25

Branch Locations

557 N. Wymore Road Suite 201, Maitland, FL 32751 • 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
OrganizationCityStateFromTo
Oak Square Advisors Inc. Winter Park FL 10/2018 05/2020
Planmember Securities Corporation Orlando FL 06/2015 05/2020
J.D.G. Associates, Inc., D/B/A Oak Square Insurance Services Winter Park FL 06/2015 05/2020
Unemployed Orlando FL 05/2020 09/2020
Dorman Financial Management Maitland FL 09/2020 Present
  • 10/2018 → 05/2020
    Oak Square Advisors Inc.
    Winter Park, FL
  • 06/2015 → 05/2020
    Planmember Securities Corporation
    Orlando, FL
  • 06/2015 → 05/2020
    J.D.G. Associates, Inc., D/B/A Oak Square Insurance Services
    Winter Park, FL
  • 05/2020 → 09/2020
    Unemployed
    Orlando, FL
  • 09/2020 → Present
    Dorman Financial Management
    Maitland, FL
Previous Registrations
  • 2019-03-13 → 2020-10-12
    Oak Square Advisors
    Winter Park, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-01
  • S65 Uniform Investment Adviser Law Examination
    2019-03-01
Other Names
  • Chelsea E Gay
  • Chelsea Erin Gay

View on SEC IAPD

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David Zach Webster
Alan Pascale
JEANNINE MARY STECKLAIR
Matthew Alan Pascale
MICHAEL ARTHUR MAGUIRE
MATTHEW APGAR BALADY
ANTHONY JOSEPH DORVAL

Other Offices

OSAIC WEALTH, INC. · MAITLAND, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MAITLAND, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Maitland, FL
MOORS & CABOT, INC. · Maitland, FL
FIFTH THIRD SECURITIES, INC. · MAITLAND, FL
HYPERION WEALTH MANAGEMENT, LLC · MAITLAND, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Maitland, FL
EDWARD JONES · MAITLAND, FL

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