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626 N Alafaya Trail Ste 206, Orlando, FL 32828 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-25 |
Branch Locations
626 N Alafaya Trail Ste 206, Orlando, FL 32828 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Orlando | FL | 06/2014 | 06/2025 |
| Primerica Financial Services | Orlando | FL | 06/2019 | 06/2025 |
| Stirlingshire Investments | New York | NY | 06/2025 | 06/2026 |
| Cclg Advisors Llc | Orlando | FL | 06/2026 | Present |
1. Highland Capital Brokerage - Insurance Agent. Investment Related. Duties include offering insurance products and services to clients and prospects. Spend 4 hours per month on this activity. 2. Affordable Accounting Bookkeeping & Taxes LLC, Not Investment Related. Orlando Fl, 32828; Partnership: 2/1/2022 To Present. Duties include accounting, bookkeeping and tax preparation. Spend 4 hours per month on this activity. 3. CCLG Global LLC - Owner - Bookkeeping and accounting - Not Investment Related. Spend 12 hours per month on this activity. 4. Coast2Coast Mortgage - Mortgage Broker. Not Investment Related. July 2025 to Present. Spend 2 hours per month on this activity. 5. True Island Inc. Restaurant - January 2026 to Present. Not Investment Related. My duties are bookkeeping for my wife's restaurant. Spend 4 hours per month on this activity. 6. Work Space Center. Owner. Not Investment Related. 12/2024 to Present. Work space rental. 0 time spent on this activity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-07-22 |
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