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Current Employers
Allgen Financial Advisors, Inc.

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-07-15
  • FL RA
    APPROVED
    Since 2026-07-15

Branch Locations

100 W. Lucerne Circle Suite 200, Orlando, FL 32801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pff Usa Franchise Company Orlando FL 01/2015 12/2017
Outfront Media / Oral Roberts University Tulsa OK 01/2018 08/2018
Memphis Express Memphis TN 09/2018 03/2019
Civil Axe Throwing Orlando FL 04/2019 08/2024
New York Life Insurance Company Orlando FL 09/2024 03/2025
Allgen Financial Advisors, Inc. Orlando FL 04/2025 07/2026
Allgen Financial Advisors, Inc. Orlando FL 07/2026 Present
  • 01/2015 → 12/2017
    Pff Usa Franchise Company
    Orlando, FL
  • 01/2018 → 08/2018
    Outfront Media / Oral Roberts University
    Tulsa, OK
  • 09/2018 → 03/2019
    Memphis Express
    Memphis, TN
  • 04/2019 → 08/2024
    Civil Axe Throwing
    Orlando, FL
  • 09/2024 → 03/2025
    New York Life Insurance Company
    Orlando, FL
  • 04/2025 → 07/2026
    Orlando, FL
  • 07/2026 → Present
    Orlando, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-04
  • S65 Uniform Investment Adviser Law Examination
    2026-04-04

View on SEC IAPD

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