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1111 Douglas Avenue, Altamonte Springs, FL 32714-2033 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2016-04-11 |
| TX | RA | APPROVED | 2014-10-01 |
| FL | RA | APPROVED | 1993-07-21 |
Branch Locations
1111 Douglas Avenue, Altamonte Springs, FL 32714 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Transam Securities, Inc. | Altamonte Springs | FL | 11/1998 | 07/2021 |
| Certified Advisory Corp | Altamonte Springs | FL | 03/1994 | Present |
| Certified Insurance Corp | Altamonte Springs | FL | 11/1998 | Present |
| Maitland Securities, Inc. | Altamonte Springs | FL | 06/2013 | 12/2017 |
| Fortune Financial Services | Monaca | PA | 03/2021 | Present |
RIA - Certified Advisory Corp - financial planner - CFP since 1984 insurance agent - Certified Insurance Group since 9-1988, commission
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