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706 N Main St, Ofallon, MO 63366 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-20 |
| FL | RA | APPROVED | 2026-01-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Jacksonville | FL | 10/2022 | 12/2022 |
| City Of White Plains Fire Department | White Plains | NY | 02/2003 | 02/2023 |
| Town Of New Castle | Chappaqua | NY | 03/2017 | 05/2018 |
| Independent Contractor | Valhalla | NY | 01/2021 | 08/2022 |
| Independent Contractor | Ponte Vedra | FL | 08/2022 | 10/2022 |
| Money Mentor 101 Llc | Valhalla | NY | 12/2018 | 12/2020 |
| Nationwide Investment Services Corporation | Columbus | OH | 10/2023 | 01/2024 |
| Pearson Vue | Jacksonville | FL | 01/2023 | 09/2023 |
| Imagine Financial Security Llc | Chattanooga | TN | 03/2025 | 12/2025 |
| Independent Contractor | Ponte Vedra | FL | 04/2024 | 02/2025 |
| Core Planning | Ofallon | MO | 01/2026 | Present |
Name: Roberto Fortuna, independent contractor. Investment-related: No. Address: Ponte Vedra, FL. Nature: Tax preparation. Position: Tax preparer. Start date: 2/2025. Approximate hours per month: 20. Approximate hours per month during securities trading hours: 0. Duties: Tax preparation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-23 |
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