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1201 S. Orlando Avenue Suite 350, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-03 |
Branch Locations
1201 S. Orlando Avenue Suite 350, Winter Park, FL 32789 • United States
1927 First Avenue North, Birmingham, AL 35203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2011-04-27 |
Branch Locations
1201 South Orlando Ave Suite 350, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Centerstate Bank | Orlando | FL | 05/2010 | 09/2020 |
| Nbc Securities, Inc. | Winter Park | FL | 11/2010 | Present |
| Financial Advisory Partners, Llc | Winter Park | FL | 01/2026 | Present |
(1) NBC Securities, Inc.; 1201 S Orlando Ave., Suite 350A; Winter Park, FL 32789; Chief Investment Officer; 05/2010; Approx. 80 hours per week / 75 hours during market hours).
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-05 |
| S65 | Uniform Investment Adviser Law Examination | 2010-12-10 |
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