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Winter Park, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-09 |
| TX | RA | APPROVED | 2022-12-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Maitland | FL | 03/2009 | 12/2022 |
| Virtus Financial Partners | Maitland | FL | 10/2010 | 12/2022 |
| Principal Securities Inc | Maitland | FL | 03/2016 | 12/2022 |
| Virtus Financial Partners | Winter Park | FL | 12/2022 | Present |
| Cskf Properties, Llc | Winter Park | FL | 05/2024 | Present |
(1) Fixed insurance - not investment related - Winter Park, FL - sell fixed insurance policies (life, annuities, long-term care, and disability income) - Owner - 06/08/2016 - 3 - 3. (2) CSKF Properties, LLC - investment related - Winter Park, FL - real estate rental property holding company - President - 05/2024 - 1 - 1. (3) Personally owned residential rental property - investment related - Marathon, FL - single residential rental property held individually, leasing and day-to-day management performed by an unaffiliated third-party property manager - Owner - 05/2024 - 2 - 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2010-09-08 |
| S65 | Uniform Investment Adviser Law Examination | 2010-08-07 |
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