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4755 East Bay Drive, Clearwater, FL 33764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-12 |
| TX | RA | APPROVED_RES | 2026-04-09 |
Branch Locations
1218 Webster Street, Houston, TX 77002 • United States
4755 East Bay Drive, Clearwater, FL 33764 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Mutual Group | Waverly | IA | 10/2015 | 02/2022 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 10/2015 | 02/2022 |
| Jiffy.AI | Williamstown | VT | 02/2022 | 06/2023 |
| The Ridgeback Group, Llc | Charlotte | NC | 07/2023 | Present |
| Csenge Advisory Group | Clearwater | FL | 04/2026 | Present |
BRISTOW FAMILY HOLDINGS, STONE MOUNTAIN, GA. SINCE FEB 1 2012. FAMILY OWNED OIL AND GAS LEASES. ROLE: CO-OWNER; AUTHORITY TO BUY/SELL LEASE RIGHTS. 5 HRS/MO, 0 DURING TRADE HRS. NOT INVESTMENT RELATED, NO COMPENSATION. CSENGE ADVISORY GROUP POSITION: IAR NATURE: Investment advisor representative activities. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1/wk SECURITIES TRADING HOURS: 1/wk START DATE: 04/06/2026 ADDRESS: 4755 East Bay Drive, Clearwater FL 33764, United States DESCRIPTION: Investment advisor registration for back-office operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-08-28 |
| S66 | Uniform Combined State Law Examination | 2003-09-29 |
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