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Robert J Cortes

Allgen Financial Advisors, Inc.

Orlando, FL

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Current Employers
Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-07
  • FL RA
    APPROVED
    Since 2025-01-07

Branch Locations

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • 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
Cuso Finanial Services, Lp San Diego CA 01/2015 05/2017
Fairwinds Credit Union Orlando FL 01/2015 05/2017
Allgen Financial Advisors, Inc. Orlando FL 05/2017 Present
  • 01/2015 → 05/2017
    Cuso Finanial Services, Lp
    San Diego, CA
  • 01/2015 → 05/2017
    Fairwinds Credit Union
    Orlando, FL
  • 05/2017 → Present
    Orlando, FL
Previous Registrations
  • 2015-01-14 → 2017-06-06
    Cuso Financial Services, L.P.
    Orlando, FL
  • 2009-12-18 → 2014-12-15
    Sebastian, FL
    Fort Mill, SC
    Vero Beach, FL
    Vero Beach, FL
    Sebastian, FL
    Melbourne, FL
    Titusville, FL
    Rockledge, FL
    Rockledge, FL
    Port St. John, FL
    Titusville, FL
    Vero Beach, FL
    Vero Beach, FL
  • 2009-07-15 → 2009-12-08
    Cuso Financial Services, L.P.
    Melbourne, FL
    West Melbourne, FL
Other Businesses

NAME OF THE OTHER BUSINESS:Rental Property INVESTMENT- RELATED:no ADDRESS OF THE OTHER BUSINESS:1435 Malibu Circle NE 106, Palm Beach, FL 32906 YOUR POSITION OR TITLE:Owner NATURE OF THE OTHER BUSINESS:Private START DATE:10/1/2010 APPROXIMATE NUMBER OF HOURS/MONTH:0 APPROXIMATE NUMBER OF HOURS DURING TRADING HOURS:0 BRIEFLY DESCRIBE YOUR DUTIES RELATING TO THE OTHER BUSINESS:none, owner COMPENSATION :yes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-08
  • S66 Uniform Combined State Law Examination
    2009-07-08

View on SEC IAPD

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