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Antonio Culbreath

Principal Securities, Inc.

Miami, FL

CRD 6301833

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Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-12
  • FL RA
    APPROVED
    Since 2025-09-12

Branch Locations

703 Waterford Way Ste 190, Miami, FL 33126 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newbridge Securities Corporation Boca Raton FL 08/2016 11/2016
Securities America, Inc La Vista NE 09/2022 06/2024
Global Wealth Management Fort Lauderdale FL 04/2018 11/2018
Bb&T Fort Lauderdale FL 12/2018 12/2019
American Express Fort Lauderdale FL 10/2019 06/2020
Loancare Remote FL 08/2020 09/2022
Unemployed N/A FL 12/2016 03/2018
Flagstar Bank N.A. Coral Springs FL 06/2024 12/2024
Lpl Finacial Llc Coral Springs FL 12/2024 01/2025
Unemployed Fort Lauderdale FL 06/2020 08/2020
Principal Life Insurance Co Miami FL 12/2024 Present
Principal Securities Inc Miami FL 01/2025 Present
  • 08/2016 → 11/2016
    Newbridge Securities Corporation
    Boca Raton, FL
  • 09/2022 → 06/2024
    Securities America, Inc
    La Vista, NE
  • 04/2018 → 11/2018
    Global Wealth Management
    Fort Lauderdale, FL
  • 12/2018 → 12/2019
    Bb&T
    Fort Lauderdale, FL
  • 10/2019 → 06/2020
    American Express
    Fort Lauderdale, FL
  • 08/2020 → 09/2022
    Loancare
    Remote, FL
  • 12/2016 → 03/2018
    Unemployed
    N/A, FL
  • 06/2024 → 12/2024
    Flagstar Bank N.A.
    Coral Springs, FL
  • 12/2024 → 01/2025
    Lpl Finacial Llc
    Coral Springs, FL
  • 06/2020 → 08/2020
    Unemployed
    Fort Lauderdale, FL
  • 12/2024 → Present
    Principal Life Insurance Co
    Miami, FL
  • 01/2025 → Present
    Miami, FL
Other Businesses

INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 20 START DATE: 04/15/2025 ADDRESS: 703 Waterford Way, Suite 190, Miami FL 33126, United States DESCRIPTION: fixed annuities, index, life, health, group insurance through various carriers.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-04
S63 Uniform Securities Agent State Law Examination 2014-12-01
  • S66 Uniform Combined State Law Examination
    2025-09-04
  • S63 Uniform Securities Agent State Law Examination
    2014-12-01
Other Names
  • Antonio Issac Culbreath
  • Antonio Culbreath

View on SEC IAPD

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