Jose A Maldonado

Current Employers

Employment History

• 08/2014 → 10/2016
  Allstate
  Greenville, NC
• 08/2016 → 08/2021
  First Command Financial Planning, Inc.
  Goldsboro, NC
• 08/2021 → 03/2026
  Massmutual Life Insurance Co
  Raleigh, NC
• 08/2021 → 03/2026
  Mml Investors Services Llc
  Raleigh, NC
• 08/2016 → 08/2021
  First Command Advisory Services
  Cary, NC
• 08/2016 → 08/2021
  First Command Brokerage Services Inc.
  Cary, NC
• 01/2022 → Present
  Maldonado Financial Llc Dba Cima Financial
  Raleigh, NC
• 05/2025 → Present
  Enfe Business Advisors, Llc
  Raleigh, NC
• 01/2024 → Present
  Golden Arrow Properties Llc
  Raliegh, NC

Previous Registrations

• 2021-08-31 → 2026-03-10
  Mml Investors Services, Llc
  Raleigh, NC
  Raleigh, NC
  Winterville, NC
• 2016-11-18 → 2021-08-04
  First Command Advisory Services
  Cary, NC
  Fort Worth, TX
  Goldsboro, NC
  Cary, NC

Other Businesses

(1) NAME: GOLDEN ARROW PROPERTIES LLC INV REL: Not Investment Related Address: 5447 GOLDEN ARROW LANE, RALEIGH, NC 27613 NATURE: LONG TERM RENTAL AND AIRBNB POSITION: OWNER, START: 01/01/2024 NO HRS/MO: less then 1% of time NO HRS/MO DUR TRADING: less than 1% of time. (2) NAME: ENFE BUSINESS ADVISORS, LLC INV REL: Not investment related. Address of other business: 4000 WESTCHASE BLVD, STE 400, RALEIGH, NC 27607 NATURE: BUSINESS CONSULTING POSITION: PRESIDENT START DATE: 05/01/2025 NO. HR/MO: 15 Hours or or 9% of time NO. HR/MO DURING SEC TRADING: 15 Hours or 9% of time. DESCRIBE DUTIES: ENFE Business Advisors LLC is a consulting firm that works with closely held businesses to increase their value and long-term success. The firm helps business owners identify opportunities for growth and improved attractiveness to investors or buyers, coordinates specialized consultants, strengthens leadership teams in preparation for succession or sale, and supports the owner's overall wellbeing and transition goals.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-17

Other Names

• Alex Maldonado