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Inactive

Ward Paul Brooks

Api Financial Advisors, LLC

Rockledge, FL

St Joseph, MO

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Current Employers
Api Financial Advisors, Llc

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2019-09-12
  • MO RA
    APPROVED
    Since 2019-09-12

Branch Locations

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955 • United States

St Joseph, MO • 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
Edward Jones St Louis MO 08/2013 10/2016
Bankers Life & Casualty Riverside MO 11/2016 07/2017
Unemployed St Joseph MO 10/2016 11/2016
Bankers Life Securities Inc Riverside MO 01/2017 07/2017
Lincoln Heritage Life Insurance Co Pheonix AZ 08/2017 08/2018
Breeze Coach Leasing, Inc Springfield MO 06/2018 01/2019
Symmetry Financial Group Swannanoa MS 02/2019 12/2023
Solomon Api, Lp Rockledge FL 07/2019 09/2019
Api Financial Advisors, Llc Rockledge FL 09/2019 Present
Brooks Insurance Agency St. Joseph MO 01/2019 Present
  • 08/2013 → 10/2016
    Edward Jones
    St Louis, MO
  • 11/2016 → 07/2017
    Bankers Life & Casualty
    Riverside, MO
  • 10/2016 → 11/2016
    Unemployed
    St Joseph, MO
  • 01/2017 → 07/2017
    Bankers Life Securities Inc
    Riverside, MO
  • 08/2017 → 08/2018
    Lincoln Heritage Life Insurance Co
    Pheonix, AZ
  • 06/2018 → 01/2019
    Breeze Coach Leasing, Inc
    Springfield, MO
  • 02/2019 → 12/2023
    Symmetry Financial Group
    Swannanoa, MS
  • 07/2019 → 09/2019
    Solomon Api, Lp
    Rockledge, FL
  • 09/2019 → Present
    Api Financial Advisors, Llc
    Rockledge, FL
  • 01/2019 → Present
    Brooks Insurance Agency
    St. Joseph, MO
Previous Registrations
Other Businesses

BROOKS INSURANCE AGENCY; INVESTMENT RELATED; MISSOURI; LICENSED INSURANCE AGENT; SALE OF LIFE, ANNUITY, AND HEALTH INSURANCE PRODUCTS; 160 HRS/MO

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-11-05
  • S66 Uniform Combined State Law Examination
    2013-11-05
Other Names
  • Paul Brooks
  • W. Paul Brooks

View on SEC IAPD

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RALL CAPITAL MANAGEMENT, INC.
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
WELLS FARGO CLEARING SERVICES, LLC
MCCARTY WEALTH

Other Investors

STEPHEN C HOUSER
WILLIAM ANDREW TURNER
Nathan Burks
ANDREW RAYMOND SCHEIRER
NEAL PAUL QUON
TIM TAYLOR SMITH
Norman BERRY Taylor
TRISHA BERNARDO PEREZ

Other Offices

CETERA INVESTMENT ADVISERS LLC · ROCKLEDGE, FL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Rockledge, FL
EDWARD JONES · ROCKLEDGE, FL
RALL CAPITAL MANAGEMENT, INC. · ROCKLEDGE, FL
EDWARD JONES · ROCKLEDGE, FL
CETERA INVESTMENT ADVISERS LLC · ROCKLEDGE, FL
OSAIC WEALTH, INC. · ROCKLEDGE, FL
PFS INVESTMENTS INC. · ROCKLEDGE, FL

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