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Joseph Frank Bert

Certified Advisory Corp

Altamonte Springs, FL

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Current Employers
Certified Advisory Corp

1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2018-11-26
TX RA APPROVED_RES 2004-03-01
FL RA APPROVED 1991-10-22
  • DE RA
    APPROVED
    Since 2018-11-26
  • TX RA
    APPROVED_RES
    Since 2004-03-01
  • FL RA
    APPROVED
    Since 1991-10-22

Branch Locations

1111 Douglas Avenue, Altamonte Springs, FL 32714 • United States

Disclosures

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.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/1991 → Present
    Certified Financial Group,Inc.
    Altamonte Springs, FL
  • 02/1991 → Present
    Altamonte Springs, FL
  • 01/2010 → Present
    Altamonte Springs, FL
  • 12/1983 → 01/2017
    Certified Insurance Corp
    Altamonte Springs, FL
  • 02/1991 → Present
    Altamonte Springs, FL
  • 03/2013 → 08/2017
    Certified Financial Group, Inc.
    Altamonte Springs, FL
  • 09/2017 → Present
    Altamonte Springs, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1984-02-17
  • S63 Uniform Securities Agent State Law Examination
    1984-02-17
Designations

View on SEC IAPD

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