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4851 Lbj Freeway Suite 850, Dallas, TX 75244 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-13 |
Branch Locations
814 Ponce De Leon Blvd. Suite 500-B, Coral Gables, FL 33134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Insurance Company | Coral Gables | FL | 12/2014 | 11/2019 |
| Princor Financial Services Corporation | Coral Gables | FL | 12/2014 | 11/2019 |
| Huerta & Lynch Llc | Coral Gables | FL | 07/2015 | Present |
| Castleview Partners, Llc | Coral Gables | FL | 11/2019 | Present |
| Kovack Securities, Inc. | Fort Lauderdale | FL | 11/2019 | Present |
1) DBA- HUERTA & LYNCH - 814 PONCE DE LEON SUITE 500, CORAL GABLES, FL 33314; INVESTMENT RELATED; FINANCIAL PLANNING, INVESTMENT PLANNING; INVESTMENT RELATED ACTIVITY; INVESTMENT ADVISOR; 100% OF TIME SPENT. 2) CASTLEVIEW PARTNERS - 814 PONCE DE LEON SUITE 500, CORAL GABLES, FL 33314; INVESTMENT RELATED; ADVISOR REPRESENTATIVE; FINANCIAL PLANNING, INVESTMENT PLANNING; INVESTMENT RELATED ACTIVITY; 10% OF TIME SPENT. 3) FIXED INSURANCE - 814 PONCE DE LEON SUITE 500, CORAL GABLES, FL 33314; INVESTMENT RELATED; INSURANCE AGENT; 2 HOURS/MONTH DEVOTED TO OTHER BUSINESS; LESS THAN 1 HOUR/MONTH DEVOTED TO OTHER BUSINESS DURING SECURITIES TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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