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Certified Advisory Corp CRD 120990
$3.04B regulatory AUM 61 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2018-11-26 |
| TX | RA | APPROVED_RES | 2004-03-01 |
| FL | RA | APPROVED | 1991-10-22 |
Branch Locations
1111 Douglas Avenue, Altamonte Springs, FL 32714 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Certified Financial Group,Inc. | Altamonte Springs | FL | 03/1991 | Present |
| Certified Advisory Corp | Altamonte Springs | FL | 02/1991 | Present |
| Certified Advisory Corp | Altamonte Springs | FL | 01/2010 | Present |
| Certified Insurance Corp | Altamonte Springs | FL | 12/1983 | 01/2017 |
| Certified Advisory Corp | Altamonte Springs | FL | 02/1991 | Present |
| Certified Financial Group, Inc. | Altamonte Springs | FL | 03/2013 | 08/2017 |
| Certified Advisory Corp | Altamonte Springs | FL | 09/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-17 |
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