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150 N. Orange Street Suite 340, Orlando, FL 32801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APP_PEND_IARCE | 2026-01-01 |
| TX | RA | APPROVED | 2024-09-11 |
Branch Locations
150 N. Orange Street Suite 340, Orlando, FL 32801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Melville | NY | 09/2019 | 06/2022 |
| Liu Post | Brookville | NY | 08/2016 | 05/2019 |
| Usc Upstate | Spartanburg | SC | 08/2015 | 05/2016 |
| Massmutual - Dba U Financial Group | Orlando | FL | 07/2022 | 02/2024 |
| Mml Investors Services - Dba U Financial Group | Orlando | FL | 07/2022 | 02/2024 |
| Nylife Securities Llc | Melville | NY | 09/2019 | 06/2022 |
| Gfg Solutions | Orlando | FL | 03/2024 | Present |
| Gfg Solutions | Orlando | FL | 07/2024 | Present |
| Var Home Improvements | Franklin Square | NY | 06/2019 | 08/2019 |
Name: LABC Cost Seg, LLC, Not Investment Related, Same Address, Nature: Consulting on Real Estate Tax Strategies, Position: Partner, Hours per Month: 10, Hours during trading hours: 0, Duties: Management & Head of Operations
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-12 |
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