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1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2018-04-19 |
| CA | RA | APPROVED | 2014-10-22 |
| TX | RA | APPROVED | 2014-10-22 |
Branch Locations
1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789 • United States
Incline Village, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Airlines | Los Angeles | CA | 08/1984 | 09/2022 |
| Cps Insurance | Newport Beach | CA | 12/2010 | Present |
| American Financial Advisors Inc. | Winter Park | FL | 10/2014 | Present |
1.) CPS INSURANCE- NON-INVESTMENT RELATED- 4400 MACARTHUR BLVD- NEWPORT BEACH, CA 92660. FIXED INSURANCE PRODUCTS- OCCASIONALLY SELL FIXED INSURANCE PRODUCTS. 12/2010 TO PRESENT. 0-5 HOURS PER MONTH. SCHEDULE VARIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-14 |
| S66 | Uniform Combined State Law Examination | 2008-12-23 |
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